West Financial Advisors, LLC Dimensional ETF Tr Transaction History

West Financial Advisors, LLC

  • $525 Million
  • Q1 2025

A detailed history of West Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, West Financial Advisors, LLC holds 953,368 shares of DFAE stock, worth $24.8 Million. This represents 4.71% of its overall portfolio holdings.

Number of Shares
953,368
Previous 927,328 2.81%
Holding current value
$24.8 Million
Previous $23.5 Million 5.28%
% of portfolio
4.71%
Previous 4.54%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$24.64 - $26.86 $641,625 - $699,434
26,040 Added 2.81%
953,368 $24.8 Million
Q4 2024

Jan 14, 2025
BUY
$25.36 - $28.15 $405,481 - $450,090
15,989 Added 1.75%
927,328 $23.5 Million
Q3 2024

Oct 08, 2024
BUY
$24.46 - $27.82 $308,685 - $351,088
12,620 Added 1.4%
911,339 $25 Million
Q2 2024

Jul 15, 2024
BUY
$24.03 - $26.3 $582,174 - $637,170
24,227 Added 2.77%
898,719 $23.2 Million
Q1 2024

Apr 11, 2024
BUY
$22.74 - $24.88 $306,808 - $335,680
13,492 Added 1.57%
874,492 $21.6 Million
Q4 2023

Jan 11, 2024
BUY
$21.63 - $24.11 $142,649 - $159,005
6,595 Added 0.77%
861,000 $20.8 Million
Q3 2023

Oct 10, 2023
BUY
$22.43 - $24.83 $487,045 - $539,158
21,714 Added 2.61%
854,405 $19.3 Million
Q2 2023

Jul 07, 2023
BUY
$22.38 - $24.3 $6.8 Million - $7.38 Million
303,666 Added 57.4%
832,691 $19.5 Million
Q1 2023

Apr 18, 2023
BUY
$21.78 - $24.36 $1.92 Million - $2.15 Million
88,149 Added 19.99%
529,025 $12.2 Million
Q4 2022

Jan 10, 2023
SELL
$19.67 - $22.73 $4.54 Million - $5.24 Million
-230,601 Reduced 34.34%
440,876 $0
Q3 2022

Oct 11, 2022
BUY
$20.09 - $23.68 $1.47 Million - $1.73 Million
72,934 Added 12.19%
671,477 $13.5 Million
Q2 2022

Jul 14, 2022
BUY
$22.9 - $27.06 $13.4 Million - $15.8 Million
584,785 Added 4250.51%
598,543 $13.9 Million
Q1 2022

Apr 18, 2022
BUY
$24.29 - $28.31 $334,181 - $389,488
13,758 New
13,758 $361,000

Others Institutions Holding DFAE

# of Institutions
562
Shares Held
162M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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