Straight Path Wealth Management Dimensional ETF Tr Dimensional Transaction History

Straight Path Wealth Management

$218 Million
Q1 2025

A detailed history of Straight Path Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Straight Path Wealth Management holds 206,467 shares of DFAR stock, worth $4.88 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares

206,467

Previous 185,913 11.06%

Holding current value

$4.88 Million

Previous $4.33 Million 13.43%

% of portfolio

2.25%

Previous 1.9%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$22.35 - $24.52 $459,381 - $503,984	20,554 Added 11.06%	206,467 $4.91 Million
Q4 2024 Feb 06, 2025	BUY	$22.72 - $25.76 $194,096 - $220,067	8,543 Added 4.82%	185,913 $4.33 Million
Q3 2024 Nov 06, 2024	BUY	$21.91 - $26.03 $188,250 - $223,649	8,592 Added 5.09%	177,370 $4.55 Million
Q2 2024 Aug 15, 2024	BUY	$20.41 - $22.23 $569,847 - $620,661	27,920 Added 19.82%	168,778 $3.73 Million
Q1 2024 Apr 30, 2024	BUY	$21.28 - $22.96 $296,919 - $320,360	13,953 Added 10.99%	140,858 $3.15 Million
Q4 2023 Jan 23, 2024	BUY	$18.45 - $23.08 $378,446 - $473,416	20,512 Added 19.28%	126,905 $2.89 Million
Q3 2023 Oct 31, 2023	BUY	$19.26 - $22.35 $239,671 - $278,123	12,444 Added 13.25%	106,393 $2.08 Million
Q2 2023 Jul 25, 2023	BUY	$20.22 - $21.63 $231,215 - $247,339	11,435 Added 13.86%	93,949 $2.02 Million
Q1 2023 Apr 26, 2023	BUY	$19.83 - $23.92 $204,090 - $246,184	10,292 Added 14.25%	82,514 $1.77 Million
Q4 2022 Jan 20, 2023	BUY	$19.45 - $22.52 $974,406 - $1.13 Million	50,098 Added 226.44%	72,222 $0
Q3 2022 Oct 21, 2022	BUY	$20.34 - $25.89 $197,175 - $250,977	9,694 Added 77.99%	22,124 $455,000
Q2 2022 Jul 19, 2022	BUY	$21.92 - $28.24 $272,465 - $351,023	12,430 New	12,430 $287,000

Others Institutions Holding DFAR

# of Institutions

263

Shares Held

43.3M

Call Options Held

27.2K

Put Options Held

10K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Straight Path Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Straight Path Wealth Management with notifications on news.

Account

Straight Path Wealth Management Dimensional ETF Tr Dimensional Transaction History