Websterrogers Financial Advisors, LLC Dimensional ETF Tr Transaction History

Websterrogers Financial Advisors, LLC

$281 Million
Q4 2024

A detailed history of Websterrogers Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 11,749 shares of DFAE stock, worth $298,424. This represents 0.11% of its overall portfolio holdings.

Number of Shares

11,749

Previous 11,749 -0.0%

Holding current value

$298,424

Previous $322,000 7.76%

% of portfolio

0.11%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$24.46 - $27.82 $12,474 - $14,188	510 Added 4.54%	11,749 $322,000
Q2 2024 Jul 12, 2024	SELL	$24.03 - $26.3 $3,748 - $4,102	-156 Reduced 1.37%	11,239 $290,000
Q1 2024 May 14, 2024	BUY	$22.74 - $24.88 $22 - $24	1 Added 0.01%	11,395 $281,000
Q4 2023 Feb 14, 2024	SELL	$21.63 - $24.11 $3,828 - $4,267	-177 Reduced 1.53%	11,394 $274,000
Q3 2023 Nov 01, 2023	SELL	$22.43 - $24.83 $11,551 - $12,787	-515 Reduced 4.26%	11,571 $261,000
Q2 2023 Jul 26, 2023	SELL	$22.38 - $24.3 $1,857 - $2,016	-83 Reduced 0.68%	12,086 $283,000
Q1 2023 May 03, 2023	SELL	$21.78 - $24.36 $348 - $389	-16 Reduced 0.13%	12,169 $280,000
Q4 2022 Feb 06, 2023	BUY	$19.67 - $22.73 $239,678 - $276,965	12,185 New	12,185 $267,000

Others Institutions Holding DFAE

# of Institutions

475

Shares Held

141M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Websterrogers Financial Advisors, LLC with notifications on news.

Account

Websterrogers Financial Advisors, LLC Dimensional ETF Tr Transaction History