Wealth Architects, LLC Dimensional ETF Tr Transaction History

Wealth Architects, LLC

  • $793 Million
  • Q2 2024

A detailed history of Wealth Architects, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealth Architects, LLC holds 103,378 shares of DFAX stock, worth $2.81 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
103,378
Previous 107,509 3.84%
Holding current value
$2.81 Million
Previous $2.74 Million 3.95%
% of portfolio
0.33%
Previous 0.37%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
495
Shares Held
218M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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