Zhang Financial LLC Dimensional ETF Tr Transaction History

Zhang Financial LLC

  • $1.73 Billion
  • Q4 2024

A detailed history of Zhang Financial LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Zhang Financial LLC holds 414,809 shares of DFAU stock, worth $17.1 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
414,809
Previous 412,573 0.54%
Holding current value
$17.1 Million
Previous $16.4 Million 2.56%
% of portfolio
0.97%
Previous 1.04%

Shares

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

Jan 16, 2025
BUY
$39.27 - $42.38 $87,807 - $94,761
2,236 Added 0.54%
414,809 $16.8 Million
Q3 2024

Oct 15, 2024
BUY
$35.8 - $39.69 $34,582 - $38,340
966 Added 0.23%
412,573 $16.4 Million
Q2 2024

Jul 19, 2024
BUY
$34.53 - $37.67 $14,295 - $15,595
414 Added 0.1%
411,607 $15.4 Million
Q1 2024

Apr 24, 2024
BUY
$32.59 - $36.54 $99,138 - $111,154
3,042 Added 0.75%
411,193 $15 Million
Q4 2023

Jan 31, 2024
SELL
$28.58 - $33.37 $250,046 - $291,954
-8,749 Reduced 2.1%
408,151 $13.6 Million
Q3 2023

Oct 11, 2023
SELL
$29.79 - $32.13 $32,709 - $35,278
-1,098 Reduced 0.26%
416,900 $12.5 Million
Q2 2023

Jul 18, 2023
SELL
$28.25 - $30.99 $675,372 - $740,877
-23,907 Reduced 5.41%
417,998 $13 Million
Q1 2023

May 10, 2023
SELL
$26.87 - $29.65 $191,287 - $211,078
-7,119 Reduced 1.59%
441,905 $12.7 Million
Q4 2022

May 17, 2023
BUY
$25.24 - $28.83 $179,683 - $205,240
7,119 Added 1.61%
449,024 $12.1 Million
Q4 2022

Jan 17, 2023
BUY
$25.24 - $28.83 $1.92 Million - $2.19 Million
76,052 Added 20.39%
449,024 $12.1 Million
Q3 2022

Oct 18, 2022
BUY
$25.15 - $30.14 $3.84 Million - $4.6 Million
152,767 Added 69.37%
372,972 $9.38 Million
Q2 2022

Jul 14, 2022
BUY
$25.69 - $31.79 $5.66 Million - $7 Million
220,205 New
220,205 $5.82 Million

Others Institutions Holding DFAU

# of Institutions
479
Shares Held
2.18B
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Zhang Financial LLC Portfolio

Follow Zhang Financial 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 Zhang Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zhang Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email