Wms Partners, LLC Dimensional ETF Tr Transaction History

Wms Partners, LLC

  • $1.4 Billion
  • Q1 2024

A detailed history of Wms Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wms Partners, LLC holds 28,200 shares of DFAE stock, worth $745,890. This represents 0.05% of its overall portfolio holdings.

Number of Shares
28,200
Previous 28,603 1.41%
Holding current value
$745,890
Previous $689,000 1.16%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$22.74 - $24.88 $9,164 - $10,026
-403 Reduced 1.41%
28,200 $697,000
Q4 2023

Feb 12, 2024
BUY
$21.63 - $24.11 $160,429 - $178,823
7,417 Added 35.01%
28,603 $689,000
Q3 2023

Nov 09, 2023
SELL
$22.43 - $24.83 $1,054 - $1,167
-47 Reduced 0.22%
21,186 $478,000
Q2 2023

Aug 14, 2023
BUY
$22.38 - $24.3 $63,402 - $68,841
2,833 Added 15.4%
21,233 $498,000
Q1 2023

May 12, 2023
SELL
$21.78 - $24.36 $23,217 - $25,967
-1,066 Reduced 5.48%
18,400 $423,000
Q4 2022

Feb 07, 2023
BUY
$20.68 - $22.73 $402,556 - $442,462
19,466 New
19,466 $427,000

Others Institutions Holding DFAE

# of Institutions
426
Shares Held
119M
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 Wms Partners, LLC Portfolio

Follow Wms Partners, 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 Wms Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wms Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email