Steward Partners Investment Advisory, LLC Dimensional ETF Tr Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 3,289 shares of DFAI stock, worth $100,018. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,289
Previous 4,039 18.57%
Holding current value
$100,018
Previous $119,000 12.61%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$28.69 - $32.06 $21,517 - $24,045
-750 Reduced 18.57%
3,289 $104,000
Q1 2024

May 15, 2024
BUY
$27.74 - $30.27 $91,542 - $99,891
3,300 Added 446.55%
4,039 $122,000
Q2 2023

Aug 14, 2023
BUY
$26.46 - $28.05 $979 - $1,037
37 Added 5.27%
739 $20,000
Q1 2021

May 14, 2021
BUY
$26.33 - $28.4 $18,483 - $19,936
702 New
702 $19,000

Others Institutions Holding DFAI

# of Institutions
549
Shares Held
186M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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