Valued Wealth Advisors LLC Dimensional ETF Tr Transaction History

Valued Wealth Advisors LLC

  • $160 Billion
  • Q4 2024

A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 66,993 shares of DFAE stock, worth $1.76 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
66,993
Previous 56,286 19.02%
Holding current value
$1.76 Million
Previous $1.54 Billion 10.17%
% of portfolio
1.06%
Previous 1.0%

Shares

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

Jan 22, 2025
BUY
$25.36 - $28.15 $271,529 - $301,402
10,707 Added 19.02%
66,993 $1.7 Billion
Q3 2024

Oct 28, 2024
BUY
$24.46 - $27.82 $28,324 - $32,215
1,158 Added 2.1%
56,286 $1.54 Billion
Q2 2024

Jul 16, 2024
BUY
$24.03 - $26.3 $69,662 - $76,243
2,899 Added 5.55%
55,128 $1.43 Billion
Q1 2024

Apr 30, 2024
SELL
$22.74 - $24.88 $5.09 Million - $5.57 Million
-224,035 Reduced 81.09%
52,229 $1.29 Billion
Q4 2023

Jan 05, 2024
BUY
$21.63 - $24.11 $5.98 Million - $6.66 Million
276,264 New
276,264 $6.24 Billion

Others Institutions Holding DFAE

# of Institutions
536
Shares Held
168M
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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