Wealth Dimensions Group, Ltd. Dimensional ETF Tr Dimensional Transaction History

Wealth Dimensions Group, Ltd.

  • $394 Million
  • Q3 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 395,535 shares of DFAR stock, worth $9.96 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares
395,535
Previous 351,121 12.65%
Holding current value
$9.96 Million
Previous $7.76 Million 30.7%
% of portfolio
2.57%
Previous 2.21%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$21.91 - $26.03 $973,110 - $1.16 Million
44,414 Added 12.65%
395,535 $10.1 Million
Q2 2024

Aug 09, 2024
BUY
$20.41 - $22.23 $1.35 Million - $1.47 Million
66,037 Added 23.16%
351,121 $7.76 Million
Q1 2024

May 09, 2024
BUY
$21.28 - $22.96 $885,694 - $955,618
41,621 Added 17.1%
285,084 $6.38 Million
Q4 2023

Feb 09, 2024
BUY
$18.45 - $23.08 $1.39 Million - $1.74 Million
75,584 Added 45.02%
243,463 $5.54 Million
Q3 2023

Nov 14, 2023
BUY
$19.26 - $22.35 $869,743 - $1.01 Million
45,158 Added 36.8%
167,879 $3.28 Million
Q2 2023

Aug 14, 2023
BUY
$20.22 - $21.63 $428,097 - $457,950
21,172 Added 20.85%
122,721 $2.64 Million
Q1 2023

May 09, 2023
BUY
$19.83 - $23.92 $474,095 - $571,879
23,908 Added 30.79%
101,549 $2.18 Million
Q4 2022

Feb 10, 2023
BUY
$19.45 - $22.52 $1.51 Million - $1.75 Million
77,641 New
77,641 $1.64 Million

Others Institutions Holding DFAR

# of Institutions
218
Shares Held
35.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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