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 100,028 shares of DFAX stock, worth $2.64 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

100,028

Previous 98,682 1.36%

Holding current value

$2.64 Million

Previous $2.68 Million 7.17%

% of portfolio

0.81%

Previous 0.94%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$24.76 - $27.04 $33,326 - $36,395	1,346 Added 1.36%	100,028 $2.49 Million
Q3 2024 Nov 07, 2024	SELL	$24.29 - $27.25 $97,864 - $109,790	-4,029 Reduced 3.92%	98,682 $2.68 Million
Q2 2024 Aug 06, 2024	SELL	$24.57 - $26.36 $6,609 - $7,090	-269 Reduced 0.26%	102,711 $2.61 Million
Q1 2024 May 02, 2024	BUY	$23.42 - $25.45 $377,858 - $410,610	16,134 Added 18.58%	102,980 $2.62 Million
Q4 2023 Feb 12, 2024	SELL	$21.44 - $24.42 $54,157 - $61,684	-2,526 Reduced 2.83%	86,846 $2.12 Million
Q3 2023 Nov 09, 2023	BUY	$22.41 - $24.35 $381,687 - $414,729	17,032 Added 23.54%	89,372 $2.01 Million
Q2 2023 Aug 01, 2023	BUY	$22.56 - $24.03 $313,787 - $334,233	13,909 Added 23.8%	72,340 $1.7 Million
Q1 2023 Apr 13, 2023	BUY	$21.74 - $23.72 $291,272 - $317,800	13,398 Added 29.75%	58,431 $1.35 Million
Q4 2022 Feb 10, 2023	BUY	$18.81 - $22.36 $337,470 - $401,160	17,941 Added 66.22%	45,033 $973,000
Q3 2022 Nov 14, 2022	BUY	$18.89 - $22.64 $309,758 - $371,250	16,398 Added 153.34%	27,092 $512,000
Q2 2022 Aug 12, 2022	BUY	$21.22 - $25.37 $5,920 - $7,078	279 Added 2.68%	10,694 $229,000
Q1 2022 Jun 08, 2022	BUY	$23.26 - $26.72 $17,747 - $20,387	763 Added 7.91%	10,415 $260,000
Q4 2021 Feb 14, 2022	BUY	$25.17 - $26.82 $21,344 - $22,743	848 Added 9.63%	9,652 $252,000
Q3 2021 Nov 03, 2021	BUY	$25.83 - $27.21 $227,407 - $239,556	8,804 New	8,804 $228,000

Others Institutions Holding DFAX

# of Institutions

575

Shares Held

242M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Us Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.

Account

Us Advisors Wealth Management, LLC Dimensional ETF Tr Transaction History