A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wp Wealth LLP holds 107,311 shares of DFAX stock, worth $2.81 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
107,311
Previous 104,560 2.63%
Holding current value
$2.81 Million
Previous $2.66 Billion 2.55%
% of portfolio
0.66%
Previous 0.69%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$24.57 - $26.36 $67,592 - $72,516
2,751 Added 2.63%
107,311 $2.73 Billion
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
$18.81 - $22.36 $1.57 Million - $1.86 Million
83,324 New
83,324 $1.8 Billion

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Wp Wealth LLP Portfolio

Follow Wp Wealth LLP 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 Wp Wealth LLP, based on Form 13F filings with the SEC.

News

Stay updated on Wp Wealth LLP with notifications on news.