Wealth Dimensions Group, Ltd. Dimensional ETF Tr Transaction History

Wealth Dimensions Group, Ltd.

$418 Million
Q1 2025

A detailed history of Wealth Dimensions Group, Ltd. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 468,365 shares of DFAE stock, worth $12.9 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares

468,365

Previous 421,326 11.16%

Holding current value

$12.9 Million

Previous $10.7 Million 13.49%

% of portfolio

2.9%

Previous 2.62%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$24.64 - $26.86 $1.16 Million - $1.26 Million	47,039 Added 11.16%	468,365 $12.1 Million
Q4 2024 Feb 13, 2025	BUY	$25.36 - $28.15 $1.02 Million - $1.13 Million	40,098 Added 10.52%	421,326 $10.7 Million
Q3 2024 Nov 12, 2024	BUY	$24.46 - $27.82 $1.52 Million - $1.73 Million	62,283 Added 19.53%	381,228 $10.4 Million
Q2 2024 Aug 09, 2024	BUY	$24.03 - $26.3 $779,340 - $852,961	32,432 Added 11.32%	318,945 $8.25 Million
Q1 2024 May 09, 2024	BUY	$22.74 - $24.88 $775,161 - $848,109	34,088 Added 13.5%	286,513 $7.08 Million
Q4 2023 Feb 09, 2024	BUY	$21.63 - $24.11 $764,274 - $851,902	35,334 Added 16.28%	252,425 $6.09 Million
Q3 2023 Nov 14, 2023	BUY	$22.43 - $24.83 $1.04 Million - $1.15 Million	46,219 Added 27.05%	217,091 $4.9 Million
Q2 2023 Aug 14, 2023	BUY	$22.38 - $24.3 $418,349 - $454,239	18,693 Added 12.28%	170,872 $4.01 Million
Q1 2023 May 09, 2023	BUY	$21.78 - $24.36 $507,909 - $568,075	23,320 Added 18.1%	152,179 $3.5 Million
Q4 2022 Feb 10, 2023	SELL	$19.67 - $22.73 $21,617 - $24,980	-1,099 Reduced 0.85%	128,859 $2.83 Million
Q3 2022 Nov 10, 2022	BUY	$20.09 - $23.68 $395,391 - $466,046	19,681 Added 17.85%	129,958 $2.61 Million
Q2 2022 Aug 05, 2022	BUY	$22.9 - $27.06 $937,136 - $1.11 Million	40,923 Added 59.01%	110,277 $2.55 Million
Q1 2022 May 04, 2022	BUY	$24.29 - $28.31 $1.68 Million - $1.96 Million	69,354 New	69,354 $1.82 Million

Others Institutions Holding DFAE

# of Institutions

566

Shares Held

162M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Wealth Dimensions Group, Ltd. Dimensional ETF Tr Transaction History