Birchcreek Wealth Management, LLC Dimensional ETF Tr Transaction History

Birchcreek Wealth Management, LLC

  • $174 Million
  • Q2 2024

A detailed history of Birchcreek Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 28,741 shares of DFAE stock, worth $760,486. This represents 0.43% of its overall portfolio holdings.

Number of Shares
28,741
Previous 53,231 46.01%
Holding current value
$760,486
Previous $1.32 Million 43.5%
% of portfolio
0.43%
Previous 0.7%

Shares

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

Aug 02, 2024
SELL
$24.03 - $26.3 $588,494 - $644,087
-24,490 Reduced 46.01%
28,741 $743,000
Q1 2024

Apr 29, 2024
BUY
$22.74 - $24.88 $5,935 - $6,493
261 Added 0.49%
53,231 $1.32 Million
Q4 2023

Feb 05, 2024
BUY
$21.63 - $24.11 $106,981 - $119,248
4,946 Added 10.3%
52,970 $1.28 Million
Q3 2023

Oct 23, 2023
BUY
$22.43 - $24.83 $137,406 - $152,108
6,126 Added 14.62%
48,024 $1.08 Million
Q2 2023

Jul 20, 2023
BUY
$22.38 - $24.3 $323,525 - $351,280
14,456 Added 52.68%
41,898 $982,000
Q1 2023

May 01, 2023
BUY
$21.78 - $24.36 $234,548 - $262,332
10,769 Added 64.59%
27,442 $631,000
Q4 2022

Feb 06, 2023
BUY
$19.67 - $22.73 $5,487 - $6,341
279 Added 1.7%
16,673 $365,000
Q3 2022

Nov 14, 2022
BUY
$20.09 - $23.68 $55,950 - $65,948
2,785 Added 20.46%
16,394 $329,000
Q2 2022

Aug 12, 2022
BUY
$22.9 - $27.06 $311,646 - $368,259
13,609 New
13,609 $315,000

Others Institutions Holding DFAE

# of Institutions
460
Shares Held
136M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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