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 $31.1 Million. This represents 8.64% of its overall portfolio holdings.

Number of Shares
1,071,601
Previous 916,998 16.86%
Holding current value
$31.1 Million
Previous $27.2 Million 25.17%
% of portfolio
8.64%
Previous 7.76%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
539
Shares Held
179M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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