Wealthpoint, LLC Dimensional ETF Tr Transaction History

Wealthpoint, LLC

  • $247 Million
  • Q3 2023

A detailed history of Wealthpoint, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthpoint, LLC holds 12,440 shares of DFAX stock, worth $315,976. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,440
Previous 12,440 -0.0%
Holding current value
$315,976
Previous $289,000 3.11%
% of portfolio
0.11%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$22.56 - $24.03 $7,805 - $8,314
-346 Reduced 2.71%
12,440 $289,000
Q1 2023

Apr 20, 2023
BUY
$21.74 - $23.72 $8,109 - $8,847
373 Added 3.0%
12,786 $294,000
Q2 2022

Jul 18, 2022
BUY
$21.22 - $25.37 $263,403 - $314,917
12,413 New
12,413 $266,000
Q1 2022

Apr 27, 2022
SELL
$23.26 - $26.72 $295,355 - $339,290
-12,698 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$25.17 - $26.82 $7,047 - $7,509
280 Added 2.25%
12,698 $332,000
Q3 2021

Nov 01, 2021
BUY
$25.83 - $27.21 $320,756 - $337,893
12,418 New
12,418 $321,000

Others Institutions Holding DFAX

# of Institutions
512
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Wealthpoint, LLC Portfolio

Follow Wealthpoint, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthpoint, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthpoint, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email