West Financial Advisors, LLC Dimensional ETF Tr Transaction History

West Financial Advisors, LLC

$518 Million
Q4 2024

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 70 shares of DFAU stock, worth $2,899. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 90 22.22%

Holding current value

$2,899

Previous $3,000 33.33%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$39.27 - $42.38 $785 - $847	-20 Reduced 22.22%	70 $2,000
Q2 2024 Jul 15, 2024	SELL	$34.53 - $37.67 $37,775 - $41,210	-1,094 Reduced 92.4%	90 $3,000
Q4 2023 Jan 11, 2024	SELL	$28.58 - $33.37 $309,835 - $361,764	-10,841 Reduced 90.15%	1,184 $39,000
Q3 2023 Oct 10, 2023	SELL	$29.79 - $32.13 $2,800 - $3,020	-94 Reduced 0.78%	12,025 $360,000
Q2 2023 Jul 07, 2023	BUY	$28.25 - $30.99 $8,418 - $9,235	298 Added 2.52%	12,119 $375,000
Q1 2023 Apr 18, 2023	BUY	$26.87 - $29.65 $13,273 - $14,647	494 Added 4.36%	11,821 $340,000
Q4 2022 Jan 10, 2023	BUY	$25.24 - $28.83 $30,212 - $34,509	1,197 Added 11.82%	11,327 $0
Q3 2022 Oct 11, 2022	SELL	$25.15 - $30.14 $56,411 - $67,604	-2,243 Reduced 18.13%	10,130 $255,000
Q2 2022 Jul 14, 2022	SELL	$25.69 - $31.79 $9.97 Million - $12.3 Million	-387,981 Reduced 96.91%	12,373 $327,000
Q1 2022 Apr 18, 2022	BUY	$29.18 - $33.24 $10.5 Million - $12 Million	361,409 Added 928.0%	400,354 $12.6 Million
Q4 2021 Jan 19, 2022	BUY	$30.17 - $33.15 $1.17 Million - $1.29 Million	38,945 New	38,945 $1.29 Million

Others Institutions Holding DFAU

# of Institutions

413

Shares Held

108M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
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West Financial Advisors, LLC Dimensional ETF Tr Transaction History