Wealth Dimensions Group, Ltd. Dimensional ETF Tr Transaction History

Wealth Dimensions Group, Ltd.

$339 Million
Q1 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 829,171 shares of DFAI stock, worth $25 Million. This represents 7.4% of its overall portfolio holdings.

Number of Shares

829,171

Previous 780,303 6.26%

Holding current value

$25 Million

Previous $22.3 Million 12.13%

% of portfolio

7.4%

Previous 7.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$23.24 - $25.85 $2.8 Million - $3.12 Million	-120,638 Reduced 31.68%	260,177 $6.51 Million
Q3 2022 Nov 10, 2022	BUY	$21.89 - $25.78 $1.79 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

490

Shares Held

135M

Call Options Held

400

Put Options Held

177K

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Wealth Dimensions Group, Ltd. Dimensional ETF Tr Transaction History