A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vance Wealth, Inc. holds 1,100,506 shares of DFAX stock, worth $27.8 Million. This represents 11.32% of its overall portfolio holdings.

Number of Shares
1,100,506
Previous 1,071,855 2.67%
Holding current value
$27.8 Million
Previous $27.2 Million 9.09%
% of portfolio
11.32%
Previous 11.23%

Shares

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

Nov 08, 2024

BUY
$24.29 - $27.25 $695,932 - $780,739
28,651 Added 2.67%
1,100,506 $29.7 Million
Q2 2024

Aug 02, 2024

SELL
$24.57 - $26.36 $549,065 - $589,066
-22,347 Reduced 2.04%
1,071,855 $27.2 Million
Q1 2024

Apr 30, 2024

BUY
$23.42 - $25.45 $435,565 - $473,319
18,598 Added 1.73%
1,094,202 $27.8 Million
Q4 2023

Feb 05, 2024

SELL
$21.44 - $24.42 $761,227 - $867,032
-35,505 Reduced 3.2%
1,075,604 $26.3 Million
Q3 2023

Nov 03, 2023

BUY
$22.41 - $24.35 $2.31 Million - $2.51 Million
103,091 Added 10.23%
1,111,109 $25 Million
Q2 2023

Aug 02, 2023

BUY
$22.56 - $24.03 $348,574 - $371,287
15,451 Added 1.56%
1,008,018 $23.5 Million
Q1 2023

May 10, 2023

BUY
$21.74 - $23.72 $1.07 Million - $1.17 Million
49,354 Added 5.23%
992,567 $22.9 Million
Q4 2022

Jan 27, 2023

SELL
$18.81 - $22.36 $291,479 - $346,490
-15,496 Reduced 1.62%
943,213 $0
Q3 2022

Oct 31, 2022

BUY
$18.89 - $22.64 $471,551 - $565,162
24,963 Added 2.67%
958,709 $18.1 Million
Q2 2022

Aug 09, 2022

BUY
$21.22 - $25.37 $19.8 Million - $23.7 Million
933,746 New
933,746 $20 Million
Q1 2022

May 13, 2022

SELL
$23.26 - $26.72 $11.8 Million - $13.5 Million
-506,169 Closed
0 $0
Q4 2021

Feb 18, 2022

BUY
$25.17 - $26.82 $12.7 Million - $13.6 Million
506,169 New
506,169 $13.2 Million

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
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