Wealthquest Corp Dimensional ETF Tr Transaction History

Wealthquest Corp

  • $781 Million
  • Q1 2024

A detailed history of Wealthquest Corp transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthquest Corp holds 220,368 shares of DFAI stock, worth $6.54 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
220,368
Previous 193,297 14.0%
Holding current value
$6.54 Million
Previous $5.54 Million 20.29%
% of portfolio
0.85%
Previous 0.75%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$27.74 - $30.27 $750,949 - $819,439
27,071 Added 14.0%
220,368 $6.66 Million
Q4 2023

Feb 15, 2024
BUY
$24.88 - $28.69 $370,214 - $426,907
14,880 Added 8.34%
193,297 $5.54 Million
Q3 2023

Nov 15, 2023
BUY
$26.0 - $28.17 $495,742 - $537,117
19,067 Added 11.97%
178,417 $4.66 Million
Q2 2023

Aug 14, 2023
BUY
$26.46 - $28.05 $698,305 - $740,267
26,391 Added 19.85%
159,350 $4.35 Million
Q1 2023

May 04, 2023
BUY
$25.21 - $27.45 $707,896 - $770,796
28,080 Added 26.77%
132,959 $3.58 Million
Q4 2022

Feb 10, 2023
BUY
$23.24 - $25.85 $216,898 - $241,258
9,333 Added 9.77%
104,879 $2.63 Million
Q3 2022

Nov 08, 2022
BUY
$21.89 - $25.78 $272,005 - $320,342
12,426 Added 14.95%
95,546 $2.06 Million
Q2 2022

Aug 12, 2022
BUY
$23.87 - $28.49 $631,027 - $753,161
26,436 Added 46.64%
83,120 $2.01 Million
Q4 2021

Feb 14, 2022
BUY
$28.27 - $30.4 $334,405 - $359,601
11,829 Added 26.37%
56,684 $1.68 Million
Q3 2021

Nov 15, 2021
BUY
$28.39 - $30.41 $305,078 - $326,785
10,746 Added 31.5%
44,855 $1.3 Million
Q2 2021

Aug 10, 2021
BUY
$28.24 - $30.33 $370,734 - $398,172
13,128 Added 62.57%
34,109 $996,000
Q1 2021

May 13, 2021
BUY
$26.33 - $28.4 $338,814 - $365,451
12,868 Added 158.61%
20,981 $584,000
Q4 2020

Feb 09, 2021
BUY
$25.15 - $26.71 $204,041 - $216,698
8,113 New
8,113 $215,000

Others Institutions Holding DFAI

# of Institutions
489
Shares Held
135M
Call Options Held
400
Put Options Held
177K
View Full List

About DIMENSIONAL ETF TR

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