True Wealth Design, LLC Dimensional ETF Tr Transaction History

True Wealth Design, LLC

  • $256 Billion
  • Q3 2024

A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, True Wealth Design, LLC holds 6,024 shares of DFAX stock, worth $151,925. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,024
Previous 6,024 -0.0%
Holding current value
$151,925
Previous $153 Million 6.25%
% of portfolio
0.06%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$21.44 - $24.42 $106,578 - $121,391
-4,971 Reduced 45.21%
6,024 $147 Million
Q3 2023

Nov 13, 2023
SELL
$22.41 - $24.35 $92,127 - $100,102
-4,111 Reduced 27.21%
10,995 $248 Million
Q2 2023

Aug 14, 2023
BUY
$22.56 - $24.03 $35,892 - $38,231
1,591 Added 11.77%
15,106 $352 Million
Q1 2023

May 12, 2023
BUY
$21.74 - $23.72 $293,816 - $320,575
13,515 New
13,515 $312 Million

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
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, 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 True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email