Wms Partners, LLC Dimensional ETF Tr Transaction History

Wms Partners, LLC

  • $1.7 Billion
  • Q3 2024

A detailed history of Wms Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wms Partners, LLC holds 19,468 shares of DFAI stock, worth $572,164. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,468
Previous 18,972 2.61%
Holding current value
$572,164
Previous $562,000 9.96%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 13, 2024
BUY
$28.69 - $32.06 $14,230 - $15,901
496 Added 2.61%
19,468 $618,000
Q2 2024

Aug 14, 2024
SELL
$28.93 - $30.91 $1,388 - $1,483
-48 Reduced 0.25%
18,972 $562,000
Q4 2023

Feb 12, 2024
BUY
$24.88 - $28.69 $190,879 - $220,109
7,672 Added 67.61%
19,020 $544,000
Q3 2023

Nov 09, 2023
BUY
$26.0 - $28.17 $99,736 - $108,060
3,836 Added 51.06%
11,348 $296,000
Q2 2023

Aug 14, 2023
BUY
$26.46 - $28.05 $198,767 - $210,711
7,512 New
7,512 $205,000

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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