Sowell Financial Services LLC Dimensional ETF Tr Dimensional Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sowell Financial Services LLC holds 36,273 shares of DFAR stock, worth $914,805. This represents 0.04% of its overall portfolio holdings.

Number of Shares

36,273

Previous 66,926 45.8%

Holding current value

$914,805

Previous $1.48 Million 37.12%

% of portfolio

0.04%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$21.91 - $26.03 $671,607 - $797,897	-30,653 Reduced 45.8%	36,273 $930,000
Q2 2024 Aug 13, 2024	SELL	$20.41 - $22.23 $8,490 - $9,247	-416 Reduced 0.62%	66,926 $1.48 Million
Q1 2024 May 03, 2024	BUY	$21.28 - $22.96 $141,214 - $152,362	6,636 Added 10.93%	67,342 $1.51 Million
Q4 2023 Jan 24, 2024	BUY	$18.45 - $23.08 $43,929 - $54,953	2,381 Added 4.08%	60,706 $1.38 Million
Q3 2023 Nov 08, 2023	BUY	$19.26 - $22.35 $98,919 - $114,789	5,136 Added 9.66%	58,325 $1.14 Million
Q2 2023 Aug 14, 2023	BUY	$20.22 - $21.63 $10,837 - $11,593	536 Added 1.02%	53,189 $1.14 Million
Q1 2023 May 12, 2023	BUY	$19.83 - $23.92 $174,147 - $210,065	8,782 Added 20.02%	52,653 $1.13 Million
Q4 2022 Feb 09, 2023	BUY	$19.45 - $22.52 $460,167 - $532,800	23,659 Added 117.05%	43,871 $928,000
Q3 2022 Nov 15, 2022	BUY	$20.34 - $25.89 $411,112 - $523,288	20,212 New	20,212 $416,000

Others Institutions Holding DFAR

# of Institutions

204

Shares Held

34.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
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Sowell Financial Services LLC Dimensional ETF Tr Dimensional Transaction History