Wealthsource Partners, LLC Dimensional ETF Tr Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthsource Partners, LLC holds 131,364 shares of DFAI stock, worth $4.47 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
131,364
Previous 131,355 0.01%
Holding current value
$4.47 Million
Previous $3.43 Million 9.71%
% of portfolio
0.25%
Previous 0.24%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$24.88 - $28.69 $223 - $258
9 Added 0.01%
131,364 $3.76 Million
Q3 2023

Nov 09, 2023
SELL
$26.0 - $28.17 $223,184 - $241,811
-8,584 Reduced 6.13%
131,355 $3.43 Million
Q2 2023

Aug 14, 2023
SELL
$26.46 - $28.05 $55,566 - $58,905
-2,100 Reduced 1.48%
139,939 $3.82 Million
Q1 2023

May 15, 2023
SELL
$25.21 - $27.45 $157,310 - $171,288
-6,240 Reduced 4.21%
142,039 $3.83 Million
Q4 2022

Feb 09, 2023
SELL
$21.47 - $25.85 $243,126 - $292,725
-11,324 Reduced 7.1%
148,279 $3.71 Million
Q3 2022

Nov 14, 2022
SELL
$21.44 - $25.78 $2.79 Million - $3.35 Million
-130,012 Reduced 44.89%
159,603 $3.44 Million
Q2 2022

Aug 10, 2022
BUY
$23.87 - $28.49 $4.24 Million - $5.06 Million
177,604 Added 158.56%
289,615 $6.99 Million
Q1 2022

May 09, 2022
BUY
$25.94 - $30.08 $291,617 - $338,159
11,242 Added 11.16%
112,011 $3.15 Million
Q4 2021

Feb 14, 2022
BUY
$28.27 - $30.4 $1.03 Million - $1.11 Million
36,448 Added 56.67%
100,769 $2.98 Million
Q3 2021

Nov 18, 2021
BUY
$28.39 - $30.41 $47,723 - $51,119
1,681 Added 2.68%
64,321 $1.86 Million
Q2 2021

Nov 18, 2021
BUY
$28.24 - $30.33 $902,324 - $969,104
31,952 Added 104.12%
62,640 $1.83 Million
Q1 2021

Jun 21, 2021
BUY
$26.33 - $28.4 $808,015 - $871,539
30,688 New
30,688 $856,000

Others Institutions Holding DFAI

# of Institutions
645
Shares Held
235M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, 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 Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email