Sowell Financial Services LLC Dimensional ETF Tr Transaction History

Sowell Financial Services LLC

$2.09 Billion
Q1 2024

A detailed history of Sowell Financial Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sowell Financial Services LLC holds 317,527 shares of DFAU stock, worth $11.9 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

317,527

Previous 119,026 166.77%

Holding current value

$11.9 Million

Previous $3.96 Million 193.2%

% of portfolio

0.55%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$32.59 - $36.54 $6.47 Million - $7.25 Million	198,501 Added 166.77%	317,527 $11.6 Million
Q4 2023 Jan 24, 2024	BUY	$28.58 - $33.37 $171,451 - $200,186	5,999 Added 5.31%	119,026 $3.96 Million
Q3 2023 Nov 08, 2023	BUY	$29.79 - $32.13 $452,510 - $488,054	15,190 Added 15.53%	113,027 $3.39 Million
Q2 2023 Aug 14, 2023	BUY	$28.25 - $30.99 $118,537 - $130,034	4,196 Added 4.48%	97,837 $3.03 Million
Q1 2023 May 12, 2023	SELL	$26.87 - $29.65 $39,875 - $44,000	-1,484 Reduced 1.56%	93,641 $2.69 Million

Q4 2022 Feb 09, 2023	BUY	$26.42 - $28.83 $1.67 Million - $1.83 Million	63,352 Added 199.39%	95,125 $2.57 Million
Q3 2022 Nov 15, 2022	SELL	$25.77 - $30.14 $384,539 - $449,749	-14,922 Reduced 31.96%	31,773 $799,000
Q2 2022 Aug 15, 2022	BUY	$25.69 - $31.79 $1.2 Million - $1.48 Million	46,695 New	46,695 $1.33 Million

Others Institutions Holding DFAU

# of Institutions

386

Shares Held

95.3M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
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Sowell Financial Services LLC Dimensional ETF Tr Transaction History