Wmg Financial Advisors, LLC Dimensional ETF Tr Transaction History

Wmg Financial Advisors, LLC

  • $215 Million
  • Q4 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 7,890 shares of DFAE stock, worth $210,347. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,890
Previous 8,206 3.85%
Holding current value
$210,347
Previous $224,000 10.71%
% of portfolio
0.09%
Previous 0.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$25.36 - $28.15 $8,013 - $8,895
-316 Reduced 3.85%
7,890 $200,000
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
536
Shares Held
168M
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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