Wealthstream Advisors, Inc. Dimensional ETF Tr Transaction History

Wealthstream Advisors, Inc.

  • $519 Million
  • Q4 2024

A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 38,247 shares of DFAX stock, worth $1.02 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
38,247
Previous 38,663 1.08%
Holding current value
$1.02 Million
Previous $1.04 Million 9.0%
% of portfolio
0.18%
Previous 0.21%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$24.76 - $27.04 $10,300 - $11,248
-416 Reduced 1.08%
38,247 $950,000
Q2 2024

Jul 29, 2024
SELL
$24.57 - $26.36 $170,884 - $183,333
-6,955 Reduced 15.25%
38,663 $982,000
Q1 2024

May 08, 2024
SELL
$23.42 - $25.45 $35,692 - $38,785
-1,524 Reduced 3.23%
45,618 $1.16 Million
Q4 2023

Feb 12, 2024
BUY
$21.44 - $24.42 $2,637 - $3,003
123 Added 0.26%
47,142 $1.15 Million
Q3 2023

Nov 06, 2023
SELL
$22.41 - $24.35 $362,392 - $393,763
-16,171 Reduced 25.59%
47,019 $1.06 Million
Q2 2023

Aug 02, 2023
BUY
$22.56 - $24.03 $332,782 - $354,466
14,751 Added 30.45%
63,190 $1.47 Million
Q1 2023

May 02, 2023
BUY
$21.74 - $23.72 $326 - $355
15 Added 0.03%
48,439 $1.12 Million
Q4 2022

Feb 02, 2023
SELL
$18.81 - $22.36 $161,333 - $191,781
-8,577 Reduced 15.05%
48,424 $1.05 Million
Q3 2022

Oct 28, 2022
SELL
$18.89 - $22.64 $26,804 - $32,126
-1,419 Reduced 2.43%
57,001 $1.08 Million
Q2 2022

Aug 05, 2022
SELL
$21.22 - $25.37 $355,286 - $424,769
-16,743 Reduced 22.28%
58,420 $1.25 Million
Q1 2022

May 10, 2022
BUY
$23.26 - $26.72 $294,750 - $338,595
12,672 Added 20.28%
75,163 $1.88 Million
Q4 2021

Feb 09, 2022
BUY
$25.17 - $26.82 $1.57 Million - $1.68 Million
62,491 New
62,491 $1.63 Million

Others Institutions Holding DFAX

# of Institutions
572
Shares Held
242M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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