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 9 shares of DFAI stock, worth $263. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9
Previous 9 -0.0%
Holding current value
$263
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 07, 2023

SELL
$26.46 - $28.05 $899 - $953
-34 Reduced 79.07%
9 $0
Q1 2023

Apr 18, 2023

SELL
$25.21 - $27.45 $75 - $82
-3 Reduced 6.52%
43 $1,000
Q4 2022

Jan 10, 2023

SELL
$21.47 - $25.85 $21 - $25
-1 Reduced 2.13%
46 $0
Q3 2022

Oct 11, 2022

SELL
$21.44 - $25.78 $1,436 - $1,727
-67 Reduced 58.77%
47 $1,000
Q2 2022

Jul 14, 2022

SELL
$23.87 - $28.49 $5.69 Million - $6.79 Million
-238,223 Reduced 99.95%
114 $3,000
Q1 2022

Apr 18, 2022

BUY
$25.94 - $30.08 $5.58 Million - $6.46 Million
214,923 Added 917.93%
238,337 $6.71 Million
Q4 2021

Jan 19, 2022

BUY
$28.27 - $30.4 $661,913 - $711,785
23,414 New
23,414 $692,000

Others Institutions Holding DFAI

About DIMENSIONAL ETF TR


  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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