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 24,270 shares of DFAI stock, worth $745,331. This represents 0.33% of its overall portfolio holdings.

Number of Shares
24,270
Previous 24,431 0.66%
Holding current value
$745,331
Previous $776,000 8.76%
% of portfolio
0.33%
Previous 0.38%

Shares

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

Feb 06, 2025
SELL
$29.0 - $31.6 $4,669 - $5,087
-161 Reduced 0.66%
24,270 $708,000
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
557
Shares Held
188M
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
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