Clearstead Advisors, LLC Dimensional ETF Tr Transaction History

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 9,257 shares of DFAX stock, worth $296,316. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,257
Previous 9,257 -0.0%
Holding current value
$296,316
Previous $271,000 7.01%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$24.45 - $27.2 $114,083 - $126,915
-4,666 Reduced 33.51%
9,257 $242,000
Q4 2023

Feb 12, 2024
BUY
$21.44 - $24.42 $428 - $488
20 Added 0.14%
13,923 $339,000
Q1 2023

May 09, 2023
SELL
$21.74 - $23.72 $8,587 - $9,369
-395 Reduced 2.76%
13,903 $320,000
Q4 2022

Feb 14, 2023
SELL
$18.81 - $22.36 $2,821 - $3,354
-150 Reduced 1.04%
14,298 $308,000
Q3 2022

Nov 14, 2022
BUY
$18.89 - $22.64 $75 - $90
4 Added 0.03%
14,448 $273,000
Q2 2022

Aug 12, 2022
BUY
$21.22 - $25.37 $106 - $126
5 Added 0.03%
14,444 $310,000
Q1 2022

May 04, 2022
BUY
$23.26 - $26.72 $18,817 - $21,616
809 Added 5.94%
14,439 $360,000
Q4 2021

Feb 14, 2022
BUY
$25.17 - $26.82 $343,067 - $365,556
13,630 New
13,630 $356,000

Others Institutions Holding DFAX

# of Institutions
665
Shares Held
257M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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