A detailed history of Strategic Wealth Advisors Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 95,678 shares of DFAX stock, worth $2.37 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
95,678
Previous 95,582 0.1%
Holding current value
$2.37 Million
Previous $2.03 Million 11.07%
% of portfolio
0.08%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

BUY
$18.89 - $22.64 $1,813 - $2,173
96 Added 0.1%
95,678 $1.81 Million
Q2 2022

Aug 12, 2022

SELL
$21.22 - $25.37 $25,273 - $30,215
-1,191 Reduced 1.23%
95,582 $2.03 Million
Q1 2022

May 10, 2022

BUY
$23.26 - $26.72 $147,770 - $169,752
6,353 Added 7.03%
96,773 $2.43 Million
Q4 2021

Feb 16, 2022

BUY
$25.17 - $26.82 $2.28 Million - $2.43 Million
90,420 New
90,420 $2.38 Million

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Strategic Wealth Advisors Group, LLC Portfolio

Follow Strategic Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.