Valeo Financial Advisors, LLC Dimensional ETF Tr Transaction History

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 15,798 shares of DFAI stock, worth $469,832. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,798
Previous 14,259 10.79%
Holding current value
$469,832
Previous $423,000 18.68%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024
BUY
$28.69 - $32.06 $44,153 - $49,340
1,539 Added 10.79%
15,798 $502,000
Q2 2024

Jul 10, 2024
SELL
$28.93 - $30.91 $75,623 - $80,798
-2,614 Reduced 15.49%
14,259 $423,000
Q1 2024

Apr 19, 2024
BUY
$27.74 - $30.27 $233,792 - $255,115
8,428 Added 99.8%
16,873 $509,000
Q4 2023

Jan 29, 2024
BUY
$24.88 - $28.69 $18,386 - $21,201
739 Added 9.59%
8,445 $241,000
Q3 2023

Oct 19, 2023
BUY
$26.0 - $28.17 $200,356 - $217,078
7,706 New
7,706 $201,000
Q2 2022

Aug 03, 2022
BUY
$23.87 - $28.49 $645,015 - $769,856
27,022 New
27,022 $652,000

Others Institutions Holding DFAI

# of Institutions
538
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
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