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 21,398 shares of DFAI stock, worth $731,169. This represents 0.2% of its overall portfolio holdings.

Number of Shares
21,398
Previous 20,760 3.07%
Holding current value
$731,169
Previous $606,000 10.23%
% of portfolio
0.2%
Previous 0.18%

Shares

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

Apr 21, 2025
BUY
$28.88 - $32.4 $18,425 - $20,671
638 Added 3.07%
21,398 $668,000
Q4 2024

Jan 29, 2025
BUY
$29.0 - $31.6 $236,785 - $258,014
8,165 Added 64.83%
20,760 $606,000
Q3 2024

Oct 25, 2024
BUY
$28.69 - $32.06 $98,664 - $110,254
3,439 Added 37.56%
12,595 $400,000
Q2 2024

Jul 15, 2024
BUY
$28.93 - $30.91 $41,919 - $44,788
1,449 Added 18.8%
9,156 $271,000
Q1 2024

Apr 30, 2024
BUY
$27.74 - $30.27 $213,792 - $233,290
7,707 New
7,707 $232,000

Others Institutions Holding DFAI

# of Institutions
646
Shares Held
235M
Call Options Held
500
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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