Traverso Chambers Private Wealth Management, LLC Dimensional ETF Tr Transaction History

Traverso Chambers Private Wealth Management, LLC

$411 Million
Q4 2023

A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 345,262 shares of DFAI stock, worth $12.1 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares

345,262

Previous 328,611 5.07%

Holding current value

$12.1 Million

Previous $8.58 Million 15.24%

% of portfolio

2.41%

Previous 2.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	BUY	$24.88 - $28.69 $414,276 - $477,717	16,651 Added 5.07%	345,262 $9.89 Million
Q3 2023 Oct 26, 2023	BUY	$26.0 - $28.17 $160,134 - $173,499	6,159 Added 1.91%	328,611 $8.58 Million
Q2 2023 Jul 13, 2023	SELL	$26.46 - $28.05 $84,804 - $89,900	-3,205 Reduced 0.98%	322,452 $8.81 Million
Q1 2023 Apr 12, 2023	SELL	$25.21 - $27.45 $24,050 - $26,187	-954 Reduced 0.29%	325,657 $8.78 Million
Q4 2022 Jan 27, 2023	BUY	$21.47 - $25.85 $200,744 - $241,697	9,350 Added 2.95%	326,611 $8.18 Million
Q3 2022 Oct 12, 2022	BUY	$21.44 - $25.78 $6.8 Million - $8.18 Million	317,261 New	317,261 $6.84 Million

Others Institutions Holding DFAI

# of Institutions

657

Shares Held

240M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Traverso Chambers Private Wealth Management, LLC Dimensional ETF Tr Transaction History