Valued Wealth Advisors LLC Dimensional ETF Tr Transaction History

Valued Wealth Advisors LLC

  • $154 Billion
  • Q3 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 613,850 shares of DFAI stock, worth $18.5 Million. This represents 12.65% of its overall portfolio holdings.

Number of Shares
613,850
Previous 631,774 2.84%
Holding current value
$18.5 Million
Previous $18.7 Billion 4.07%
% of portfolio
12.65%
Previous 12.87%

Shares

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

Oct 28, 2024
SELL
$28.69 - $32.06 $514,239 - $574,643
-17,924 Reduced 2.84%
613,850 $19.5 Billion
Q2 2024

Jul 16, 2024
BUY
$28.93 - $30.91 $830,840 - $887,704
28,719 Added 4.76%
631,774 $18.7 Billion
Q1 2024

Apr 30, 2024
BUY
$27.74 - $30.27 $3.11 Million - $3.4 Million
112,277 Added 22.88%
603,055 $18.2 Billion
Q4 2023

Jan 05, 2024
BUY
$24.88 - $28.69 $12.2 Million - $14.1 Million
490,778 New
490,778 $12.8 Billion

Others Institutions Holding DFAI

# of Institutions
538
Shares Held
181M
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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