Beta Wealth Group, Inc. Dimensional ETF Tr Transaction History

Beta Wealth Group, Inc.

$203 Million
Q3 2024

A detailed history of Beta Wealth Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 64,234 shares of DFAE stock, worth $1.64 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

64,234

Previous 65,085 1.31%

Holding current value

$1.64 Million

Previous $1.68 Million 4.58%

% of portfolio

0.87%

Previous 0.86%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$24.46 - $27.82 $20,815 - $23,674	-851 Reduced 1.31%	64,234 $1.76 Million
Q2 2024 Aug 12, 2024	BUY	$24.03 - $26.3 $45,464 - $49,759	1,892 Added 2.99%	65,085 $1.68 Million
Q1 2024 May 14, 2024	BUY	$22.74 - $24.88 $60,579 - $66,280	2,664 Added 4.4%	63,193 $1.56 Million
Q4 2023 Feb 09, 2024	BUY	$21.63 - $24.11 $38,458 - $42,867	1,778 Added 3.03%	60,529 $1.46 Million
Q3 2023 Nov 13, 2023	BUY	$22.43 - $24.83 $32,276 - $35,730	1,439 Added 2.51%	58,751 $1.33 Million
Q2 2023 Aug 11, 2023	BUY	$22.38 - $24.3 $11,436 - $12,417	511 Added 0.9%	57,312 $1.34 Million
Q1 2023 May 09, 2023	BUY	$21.78 - $24.36 $23,761 - $26,576	1,091 Added 1.96%	56,801 $1.31 Million
Q4 2022 Feb 10, 2023	SELL	$19.67 - $22.73 $47,640 - $55,052	-2,422 Reduced 4.17%	55,710 $1.22 Million
Q3 2022 Nov 01, 2022	BUY	$20.09 - $23.68 $41,465 - $48,875	2,064 Added 3.68%	58,132 $1.17 Million
Q2 2022 Aug 05, 2022	BUY	$22.9 - $27.06 $50,746 - $59,964	2,216 Added 4.11%	56,068 $1.3 Million
Q1 2022 May 12, 2022	BUY	$24.29 - $28.31 $1.31 Million - $1.52 Million	53,852 New	53,852 $1.41 Million

Others Institutions Holding DFAE

# of Institutions

485

Shares Held

146M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Beta Wealth Group, Inc. Dimensional ETF Tr Transaction History