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 $3.97 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
131,364
Previous 131,355 0.01%
Holding current value
$3.97 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
$23.24 - $25.85 $263,169 - $292,725
-11,324 Reduced 7.1%
148,279 $3.71 Million
Q3 2022

Nov 14, 2022
SELL
$21.89 - $25.78 $2.85 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
498
Shares Held
144M
Call Options Held
400
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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