Trek Financial, LLC Dimensional ETF Tr Transaction History

Trek Financial, LLC

  • $1.29 Billion
  • Q1 2025

A detailed history of Trek Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Trek Financial, LLC holds 14,289 shares of DFAI stock, worth $480,253. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,289
Holding current value
$480,253
% of portfolio
0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$28.88 - $32.4 $412,666 - $462,963
14,289 New
14,289 $446,000
Q3 2024

Nov 14, 2024
BUY
$28.69 - $32.06 $1.15 Million - $1.28 Million
40,056 New
40,056 $1.27 Million

Others Institutions Holding DFAI

# of Institutions
644
Shares Held
235M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Trek Financial, LLC Portfolio

Follow Trek Financial, 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 Trek Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trek Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email