Wilbanks Smith & Thomas Asset Management LLC Dimensional ETF Tr Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 490,963 shares of DFAE stock, worth $12.6 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

490,963

Previous 481,463 1.97%

Holding current value

$12.6 Million

Previous $11.6 Million 4.55%

% of portfolio

0.34%

Previous 0.36%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$22.74 - $24.88 $216,029 - $236,360	9,500 Added 1.97%	490,963 $12.1 Million
Q4 2023 Feb 06, 2024	BUY	$21.63 - $24.11 $554,614 - $618,204	25,641 Added 5.63%	481,463 $11.6 Million
Q3 2023 Nov 06, 2023	BUY	$22.43 - $24.83 $335,978 - $371,928	14,979 Added 3.4%	455,822 $10.3 Million
Q2 2023 Aug 08, 2023	BUY	$22.38 - $24.3 $1.68 Million - $1.83 Million	75,266 Added 20.59%	440,843 $10.3 Million
Q1 2023 May 05, 2023	BUY	$21.78 - $24.36 $7.96 Million - $8.91 Million	365,577 New	365,577 $8.42 Million

Others Institutions Holding DFAE

# of Institutions

474

Shares Held

142M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Wilbanks Smith & Thomas Asset Management LLC Dimensional ETF Tr Transaction History