Wmg Financial Advisors, LLC Dimensional ETF Tr Transaction History

Wmg Financial Advisors, LLC

  • $206 Million
  • Q3 2024

A detailed history of Wmg Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 8,206 shares of DFAE stock, worth $209,991. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,206
Previous 9,867 16.83%
Holding current value
$209,991
Previous $255,000 12.16%
% of portfolio
0.11%
Previous 0.14%

Shares

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

Oct 31, 2024
SELL
$24.46 - $27.82 $40,628 - $46,209
-1,661 Reduced 16.83%
8,206 $224,000
Q2 2024

Jul 30, 2024
SELL
$24.03 - $26.3 $207,258 - $226,837
-8,625 Reduced 46.64%
9,867 $255,000
Q1 2024

May 07, 2024
SELL
$22.74 - $24.88 $38,430 - $42,047
-1,690 Reduced 8.37%
18,492 $457,000
Q4 2023

Feb 08, 2024
SELL
$21.63 - $24.11 $278,680 - $310,633
-12,884 Reduced 38.96%
20,182 $486,000
Q2 2023

Aug 03, 2023
BUY
$22.38 - $24.3 $61,097 - $66,339
2,730 Added 9.0%
33,066 $775,000
Q1 2023

Apr 18, 2023
SELL
$21.78 - $24.36 $1.56 Million - $1.75 Million
-71,676 Reduced 70.26%
30,336 $698,000
Q4 2022

Feb 10, 2023
BUY
$19.67 - $22.73 $89,144 - $103,012
4,532 Added 4.65%
102,012 $2.24 Million
Q3 2022

Oct 18, 2022
BUY
$20.09 - $23.68 $167,269 - $197,159
8,326 Added 9.34%
97,480 $1.96 Million
Q2 2022

Aug 08, 2022
BUY
$22.9 - $27.06 $35,975 - $42,511
1,571 Added 1.79%
89,154 $2.06 Million
Q1 2022

Apr 18, 2022
BUY
$24.29 - $28.31 $361,289 - $421,082
14,874 Added 20.46%
87,583 $2.3 Million
Q4 2021

Feb 14, 2022
BUY
$26.45 - $28.31 $1.92 Million - $2.06 Million
72,709 New
72,709 $1.99 Million

Others Institutions Holding DFAE

# of Institutions
474
Shares Held
141M
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
Track This Portfolio

Track Wmg Financial Advisors, LLC Portfolio

Follow Wmg Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email