Wp Wealth LLP Dimensional ETF Tr Transaction History

Wp Wealth LLP

$387 Billion
Q1 2024

A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wp Wealth LLP holds 104,560 shares of DFAX stock, worth $2.67 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

104,560

Previous 84,758 23.36%

Holding current value

$2.67 Million

Previous $2.07 Billion 28.52%

% of portfolio

0.69%

Previous 0.64%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 16, 2024	BUY	$23.42 - $25.45 $463,762 - $503,960	19,802 Added 23.36%	104,560 $2.66 Billion
Q4 2023 Feb 09, 2024	SELL	$21.44 - $24.42 $247,782 - $282,221	-11,557 Reduced 12.0%	84,758 $2.07 Billion
Q3 2023 Oct 12, 2023	BUY	$22.41 - $24.35 $67 - $73	3 Added 0.0%	96,315 $2.17 Billion
Q2 2023 Oct 12, 2023	BUY	$22.56 - $24.03 $9,069 - $9,660	402 Added 0.42%	96,312 $2.25 Billion
Q1 2023 May 12, 2023	BUY	$21.74 - $23.72 $273,619 - $298,539	12,586 Added 15.1%	95,910 $2.21 Billion

Q4 2022 Jan 31, 2023	BUY	$20.25 - $22.36 $1.69 Million - $1.86 Million	83,324 New	83,324 $1.8 Billion

Others Institutions Holding DFAX

# of Institutions

470

Shares Held

211M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wp Wealth LLP, based on Form 13F filings with the SEC.

News

Stay updated on Wp Wealth LLP with notifications on news.

Account