Websterrogers Financial Advisors, LLC Dimensional ETF Tr Transaction History

Websterrogers Financial Advisors, LLC

  • $279 Million
  • Q3 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 19,638 shares of DFAX stock, worth $495,270. This represents 0.19% of its overall portfolio holdings.

Number of Shares
19,638
Previous 20,579 4.57%
Holding current value
$495,270
Previous $523,000 1.34%
% of portfolio
0.19%
Previous 0.19%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$24.29 - $27.25 $22,856 - $25,642
-941 Reduced 4.57%
19,638 $530,000
Q2 2024

Jul 12, 2024
SELL
$24.57 - $26.36 $7,616 - $8,171
-310 Reduced 1.48%
20,579 $523,000
Q1 2024

May 14, 2024
BUY
$23.42 - $25.45 $23 - $25
1 Added 0.0%
20,889 $531,000
Q4 2023

Feb 14, 2024
SELL
$21.44 - $24.42 $15,887 - $18,095
-741 Reduced 3.43%
20,888 $510,000
Q3 2023

Nov 01, 2023
BUY
$22.41 - $24.35 $112 - $121
5 Added 0.02%
21,629 $487,000
Q2 2023

Jul 26, 2023
SELL
$22.56 - $24.03 $16,130 - $17,181
-715 Reduced 3.2%
21,624 $504,000
Q1 2023

May 03, 2023
BUY
$21.74 - $23.72 $21 - $23
1 Added 0.0%
22,339 $515,000
Q4 2022

Feb 06, 2023
SELL
$18.81 - $22.36 $31,299 - $37,207
-1,664 Reduced 6.93%
22,338 $482,000
Q3 2022

Oct 26, 2022
BUY
$18.89 - $22.64 $415 - $498
22 Added 0.09%
24,002 $453,000
Q2 2022

Jul 25, 2022
BUY
$21.22 - $25.37 $6,514 - $7,788
307 Added 1.3%
23,980 $514,000
Q1 2022

Apr 14, 2022
BUY
$23.26 - $26.72 $31,935 - $36,686
1,373 Added 6.16%
23,673 $596,000
Q4 2021

Jan 24, 2022
SELL
$25.17 - $26.82 $58,822 - $62,678
-2,337 Reduced 9.49%
22,300 $582,000
Q3 2021

Oct 12, 2021
BUY
$25.83 - $27.21 $636,373 - $670,372
24,637 New
24,637 $638,000

Others Institutions Holding DFAX

# of Institutions
513
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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