Tradition Wealth Management, LLC Dimensional ETF Tr Transaction History

Tradition Wealth Management, LLC

$1.06 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$21.44 - $24.42 $578 - $659	27 Added 0.72%	3,787 $92,000
Q3 2023 Nov 13, 2023	BUY	$22.41 - $24.35 $784 - $852	35 Added 0.94%	3,760 $85,000
Q2 2023 Aug 14, 2023	BUY	$22.56 - $24.03 $1,105 - $1,177	49 Added 1.33%	3,725 $87,000
Q1 2023 May 11, 2023	BUY	$21.74 - $23.72 $130 - $142	6 Added 0.16%	3,676 $85,000
Q4 2022 Feb 03, 2023	BUY	$18.81 - $22.36 $601 - $715	32 Added 0.88%	3,670 $79,000
Q3 2022 Nov 14, 2022	BUY	$18.89 - $22.64 $793 - $950	42 Added 1.17%	3,638 $69,000
Q2 2022 Aug 02, 2022	BUY	$21.22 - $25.37 $976 - $1,167	46 Added 1.3%	3,596 $77,000
Q1 2022 May 11, 2022	BUY	$23.26 - $26.72 $46 - $53	2 Added 0.06%	3,550 $89,000
Q4 2021 Feb 14, 2022	BUY	$25.17 - $26.82 $855 - $911	34 Added 0.97%	3,548 $93,000
Q3 2021 Nov 12, 2021	BUY	$25.83 - $27.21 $90,766 - $95,615	3,514 New	3,514 $91,000

Others Institutions Holding DFAX

# of Institutions

518

Shares Held

226M

Call Options Held

0

Put Options Held

0

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

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

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.