Walter & Keenan Wealth Management LLC Dimensional ETF Tr Transaction History

Walter & Keenan Wealth Management LLC

  • $328 Million
  • Q4 2024

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 20,760 shares of DFAI stock, worth $641,691. This represents 0.18% of its overall portfolio holdings.

Number of Shares
20,760
Previous 12,595 64.83%
Holding current value
$641,691
Previous $400,000 51.5%
% of portfolio
0.18%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
567
Shares Held
224M
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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