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 44,085 shares of DFAX stock, worth $1.12 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
44,085
Previous 34,495 27.8%
Holding current value
$1.12 Million
Previous $876,000 35.84%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$24.29 - $27.25 $232,941 - $261,327
9,590 Added 27.8%
44,085 $1.19 Million
Q2 2024

Aug 08, 2024
BUY
$24.57 - $26.36 $2,407 - $2,583
98 Added 0.28%
34,495 $876,000
Q1 2024

May 15, 2024
BUY
$23.42 - $25.45 $158,670 - $172,423
6,775 Added 24.53%
34,397 $875,000
Q4 2023

Feb 12, 2024
BUY
$21.44 - $24.42 $504,461 - $574,578
23,529 Added 574.86%
27,622 $674,000
Q3 2023

Nov 13, 2023
BUY
$22.41 - $24.35 $91,724 - $99,664
4,093 New
4,093 $92,000
Q4 2021

Feb 08, 2022
BUY
$25.17 - $26.82 $581,854 - $619,997
23,117 New
23,117 $604,000

Others Institutions Holding DFAX

# of Institutions
512
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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