Surevest, LLC Dimensional ETF Tr Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Surevest, LLC holds 14,544 shares of DFAX stock, worth $366,799. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,544
Previous 14,544 -0.0%
Holding current value
$366,799
Previous $312,000 11.86%
% of portfolio
0.07%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 15, 2022
BUY
$21.22 - $25.37 $308,623 - $368,981
14,544 New
14,544 $312,000
Q1 2022

May 16, 2022
SELL
$23.26 - $26.72 $393,884 - $452,476
-16,934 Closed
0 $0
Q3 2021

Oct 13, 2021
BUY
$25.83 - $27.21 $437,405 - $460,774
16,934 New
16,934 $438,000

Others Institutions Holding DFAX

# of Institutions
513
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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