Us Advisors Wealth Management, LLC Dimensional ETF Tr Transaction History

Us Advisors Wealth Management, LLC

  • $308 Million
  • Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 20,110 shares of DFAE stock, worth $519,642. This represents 0.17% of its overall portfolio holdings.

Number of Shares
20,110
Previous 19,301 4.19%
Holding current value
$519,642
Previous $535,000 4.67%
% of portfolio
0.17%
Previous 0.19%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$25.36 - $28.15 $20,516 - $22,773
809 Added 4.19%
20,110 $510,000
Q3 2024

Nov 07, 2024
SELL
$24.46 - $27.82 $17,953 - $20,419
-734 Reduced 3.66%
19,301 $535,000
Q2 2024

Aug 06, 2024
SELL
$24.03 - $26.3 $6,536 - $7,153
-272 Reduced 1.34%
20,035 $518,000
Q1 2024

May 02, 2024
BUY
$22.74 - $24.88 $27,947 - $30,577
1,229 Added 6.44%
20,307 $500,000
Q4 2023

Feb 12, 2024
SELL
$21.63 - $24.11 $3,093 - $3,447
-143 Reduced 0.74%
19,078 $459,000
Q3 2023

Nov 09, 2023
BUY
$22.43 - $24.83 $21,667 - $23,985
966 Added 5.29%
19,221 $433,000
Q2 2023

Aug 01, 2023
BUY
$22.38 - $24.3 $2,976 - $3,231
133 Added 0.73%
18,255 $429,000
Q1 2023

Apr 13, 2023
BUY
$21.78 - $24.36 $16,705 - $18,684
767 Added 4.42%
18,122 $417,000
Q4 2022

Feb 10, 2023
BUY
$19.67 - $22.73 $76,890 - $88,851
3,909 Added 29.07%
17,355 $381,000
Q3 2022

Nov 14, 2022
BUY
$20.09 - $23.68 $29,994 - $35,354
1,493 Added 12.49%
13,446 $270,000
Q2 2022

Aug 12, 2022
BUY
$22.9 - $27.06 $33,319 - $39,372
1,455 Added 13.86%
11,953 $277,000
Q1 2022

Jun 08, 2022
BUY
$24.29 - $28.31 $50,693 - $59,082
2,087 Added 24.81%
10,498 $275,000
Q4 2021

Feb 14, 2022
BUY
$26.45 - $28.31 $222,470 - $238,115
8,411 New
8,411 $230,000

Others Institutions Holding DFAE

# of Institutions
491
Shares Held
148M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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