United Advisor Group, LLC Dimensional ETF Tr Transaction History

United Advisor Group, LLC

  • $422 Million
  • Q3 2024

A detailed history of United Advisor Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, United Advisor Group, LLC holds 116,934 shares of DFAI stock, worth $3.48 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
116,934
Previous 108,959 7.32%
Holding current value
$3.48 Million
Previous $3.23 Million 14.98%
% of portfolio
0.88%
Previous 1.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$28.69 - $32.06 $228,802 - $255,678
7,975 Added 7.32%
116,934 $3.72 Million
Q2 2024

Aug 08, 2024
BUY
$28.93 - $30.91 $618,176 - $660,484
21,368 Added 24.4%
108,959 $3.23 Million
Q1 2024

May 14, 2024
BUY
$27.74 - $30.27 $2.43 Million - $2.65 Million
87,591 New
87,591 $2.65 Million

Others Institutions Holding DFAI

# of Institutions
539
Shares Held
179M
Call Options Held
7.8K
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 United Advisor Group, LLC Portfolio

Follow United Advisor Group, 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 United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email