Wealth Architects, LLC Dimensional ETF Tr Transaction History

Wealth Architects, LLC

  • $848 Million
  • Q3 2024

A detailed history of Wealth Architects, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealth Architects, LLC holds 108,564 shares of DFAX stock, worth $2.69 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
108,564
Previous 103,378 5.02%
Holding current value
$2.69 Million
Previous $2.63 Million 11.61%
% of portfolio
0.35%
Previous 0.33%

Shares

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

Oct 31, 2024
BUY
$24.29 - $27.25 $125,967 - $141,318
5,186 Added 5.02%
108,564 $2.93 Million
Q2 2024

Aug 08, 2024
SELL
$24.57 - $26.36 $101,498 - $108,893
-4,131 Reduced 3.84%
103,378 $2.63 Million
Q1 2024

May 13, 2024
SELL
$23.42 - $25.45 $13,817 - $15,015
-590 Reduced 0.55%
107,509 $2.74 Million
Q4 2023

Feb 14, 2024
SELL
$21.44 - $24.42 $4,652 - $5,299
-217 Reduced 0.2%
108,099 $2.64 Million
Q3 2023

Nov 09, 2023
SELL
$22.41 - $24.35 $268,023 - $291,226
-11,960 Reduced 9.94%
108,316 $2.44 Million
Q2 2023

Aug 02, 2023
BUY
$22.56 - $24.03 $178,562 - $190,197
7,915 Added 7.04%
120,276 $2.8 Million
Q1 2023

Apr 21, 2023
BUY
$21.74 - $23.72 $125,918 - $137,386
5,792 Added 5.43%
112,361 $2.59 Million
Q4 2022

Feb 09, 2023
SELL
$18.81 - $22.36 $144,837 - $172,172
-7,700 Reduced 6.74%
106,569 $2.3 Million
Q3 2022

Oct 24, 2022
BUY
$18.89 - $22.64 $210,623 - $252,436
11,150 Added 10.81%
114,269 $2.16 Million
Q2 2022

Jul 29, 2022
SELL
$21.22 - $25.37 $96,487 - $115,357
-4,547 Reduced 4.22%
103,119 $2.21 Million
Q1 2022

May 17, 2022
BUY
$23.26 - $26.72 $255,511 - $293,519
10,985 Added 11.36%
107,666 $2.69 Million
Q4 2021

Jan 19, 2022
BUY
$25.17 - $26.82 $159,552 - $170,011
6,339 Added 7.02%
96,681 $2.52 Million
Q3 2021

Nov 09, 2021
BUY
$25.83 - $27.21 $2.33 Million - $2.46 Million
90,342 New
90,342 $2.34 Million

Others Institutions Holding DFAX

# of Institutions
512
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Wealth Architects, LLC Portfolio

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

News

Stay updated on Wealth Architects, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email