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 1,071,601 shares of DFAI stock, worth $31.9 Million. This represents 8.64% of its overall portfolio holdings.

Number of Shares

1,071,601

Previous 916,998 16.86%

Holding current value

$31.9 Million

Previous $27.2 Million 25.17%

% of portfolio

8.64%

Previous 7.76%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$28.69 - $32.06 $4.44 Million - $4.96 Million	154,603 Added 16.86%	1,071,601 $34.1 Million
Q2 2024 Aug 09, 2024	BUY	$28.93 - $30.91 $2.54 Million - $2.71 Million	87,827 Added 10.59%	916,998 $27.2 Million
Q1 2024 May 09, 2024	BUY	$27.74 - $30.27 $1.36 Million - $1.48 Million	48,868 Added 6.26%	829,171 $25.1 Million
Q4 2023 Feb 09, 2024	BUY	$24.88 - $28.69 $7.99 Million - $9.21 Million	321,060 Added 69.91%	780,303 $22.3 Million
Q3 2023 Nov 14, 2023	BUY	$26.0 - $28.17 $2.86 Million - $3.1 Million	110,020 Added 31.5%	459,243 $12 Million
Q2 2023 Aug 14, 2023	BUY	$26.46 - $28.05 $876,143 - $928,791	33,112 Added 10.47%	349,223 $9.54 Million
Q1 2023 May 09, 2023	BUY	$25.21 - $27.45 $1.41 Million - $1.54 Million	55,934 Added 21.5%	316,111 $8.52 Million
Q4 2022 Feb 10, 2023	SELL	$21.47 - $25.85 $2.59 Million - $3.12 Million	-120,638 Reduced 31.68%	260,177 $6.51 Million
Q3 2022 Nov 10, 2022	BUY	$21.44 - $25.78 $1.75 Million - $2.11 Million	81,776 Added 27.35%	380,815 $8.21 Million
Q2 2022 Aug 05, 2022	BUY	$23.87 - $28.49 $1.82 Million - $2.17 Million	76,118 Added 34.15%	299,039 $7.22 Million
Q1 2022 May 04, 2022	BUY	$25.94 - $30.08 $5.78 Million - $6.71 Million	222,921 New	222,921 $6.28 Million

Others Institutions Holding DFAI

# of Institutions

538

Shares Held

179M

Call Options Held

7.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

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Wealth Dimensions Group, Ltd. Dimensional ETF Tr Transaction History