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 24,431 shares of DFAI stock, worth $717,294. This represents 0.38% of its overall portfolio holdings.

Number of Shares
24,431
Previous 25,906 5.69%
Holding current value
$717,294
Previous $768,000 1.04%
% of portfolio
0.38%
Previous 0.43%

Shares

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

Oct 31, 2024
SELL
$28.69 - $32.06 $42,317 - $47,288
-1,475 Reduced 5.69%
24,431 $776,000
Q2 2024

Jul 30, 2024
SELL
$28.93 - $30.91 $258,923 - $276,644
-8,950 Reduced 25.68%
25,906 $768,000
Q1 2024

May 07, 2024
SELL
$27.74 - $30.27 $86,853 - $94,775
-3,131 Reduced 8.24%
34,856 $1.05 Million
Q4 2023

Feb 08, 2024
SELL
$24.88 - $28.69 $407,434 - $469,827
-16,376 Reduced 30.12%
37,987 $1.09 Million
Q2 2023

Aug 03, 2023
BUY
$26.46 - $28.05 $286,138 - $303,332
10,814 Added 24.83%
54,363 $1.49 Million
Q1 2023

Apr 18, 2023
SELL
$25.21 - $27.45 $1.93 Million - $2.1 Million
-76,626 Reduced 63.76%
43,549 $1.17 Million
Q4 2022

Feb 10, 2023
BUY
$21.47 - $25.85 $73,727 - $88,768
3,434 Added 2.94%
120,175 $3.01 Million
Q3 2022

Oct 18, 2022
BUY
$21.44 - $25.78 $253,056 - $304,281
11,803 Added 11.25%
116,741 $2.52 Million
Q2 2022

Aug 08, 2022
BUY
$23.87 - $28.49 $78,771 - $94,017
3,300 Added 3.25%
104,938 $2.53 Million
Q1 2022

Apr 18, 2022
BUY
$25.94 - $30.08 $478,126 - $554,434
18,432 Added 22.15%
101,638 $2.86 Million
Q4 2021

Feb 14, 2022
BUY
$28.27 - $30.4 $2.35 Million - $2.53 Million
83,206 New
83,206 $2.46 Million

Others Institutions Holding DFAI

# of Institutions
539
Shares Held
179M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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