Walter & Keenan Wealth Management LLC Dimensional ETF Tr Transaction History

Walter & Keenan Wealth Management LLC

  • $330 Million
  • Q1 2025

A detailed history of Walter & Keenan Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 12,793 shares of DFAE stock, worth $332,490. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,793
Previous 11,886 7.63%
Holding current value
$332,490
Previous $301,000 9.97%
% of portfolio
0.1%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$24.64 - $26.86 $22,348 - $24,362
907 Added 7.63%
12,793 $331,000
Q4 2024

Jan 29, 2025
BUY
$25.36 - $28.15 $301,428 - $334,590
11,886 New
11,886 $301,000

Others Institutions Holding DFAE

# of Institutions
549
Shares Held
171M
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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