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 766,221 shares of DFAU stock, worth $30.3 Million. This represents 19.72% of its overall portfolio holdings.

Number of Shares
766,221
Previous 748,147 2.42%
Holding current value
$30.3 Million
Previous $27.3 Billion 5.08%
% of portfolio
19.72%
Previous 19.37%

Shares

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

Jul 16, 2024

BUY
$34.53 - $37.67 $624,095 - $680,847
18,074 Added 2.42%
766,221 $28.7 Billion
Q1 2024

Apr 30, 2024

BUY
$32.59 - $36.54 $3.41 Million - $3.82 Million
104,617 Added 16.26%
748,147 $27.3 Billion
Q4 2023

Jan 05, 2024

BUY
$28.58 - $33.37 $18.4 Million - $21.5 Million
643,530 New
643,530 $19.3 Billion

Others Institutions Holding DFAU

About DIMENSIONAL ETF TR


  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Valued Wealth Advisors LLC Portfolio

Follow Valued Wealth Advisors LLC 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 Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.