Wealth Dimensions Group, Ltd. Dimensional ETF Tr Transaction History

Wealth Dimensions Group, Ltd.

  • $394 Million
  • Q3 2024

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 381,228 shares of DFAE stock, worth $9.77 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares
381,228
Previous 318,945 19.53%
Holding current value
$9.77 Million
Previous $8.25 Million 26.64%
% of portfolio
2.65%
Previous 2.35%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
474
Shares Held
141M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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