Valley Forge Investment Consultants Inc Adv Dimensional ETF Tr Transaction History

Valley Forge Investment Consultants Inc Adv

  • $280 Million
  • Q1 2025

A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Dimensional ETF Tr stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 40,106 shares of DFAX stock, worth $1.15 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
40,106
Previous 40,106 -0.0%
Holding current value
$1.15 Million
Previous $997,000 5.32%
% of portfolio
0.38%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$24.57 - $26.36 $210,048 - $225,351
-8,549 Reduced 17.57%
40,106 $1.02 Million
Q3 2023

Nov 09, 2023
BUY
$22.41 - $24.35 $1.09 Million - $1.18 Million
48,655 New
48,655 $1.1 Million

Others Institutions Holding DFAX

# of Institutions
607
Shares Held
248M
Call Options Held
6.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Valley Forge Investment Consultants Inc Adv Portfolio

Follow Valley Forge Investment Consultants Inc Adv 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 Valley Forge Investment Consultants Inc Adv, based on Form 13F filings with the SEC.

News

Stay updated on Valley Forge Investment Consultants Inc Adv with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email