Clifford Swan Investment Counsel LLC Dimensional ETF Tr Transaction History

Clifford Swan Investment Counsel LLC

  • $2.67 Billion
  • Q4 2024

A detailed history of Clifford Swan Investment Counsel LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 13,525 shares of DFAX stock, worth $350,568. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,525
Previous 13,525 -0.0%
Holding current value
$350,568
Previous $365,000 7.95%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$21.44 - $24.42 $67,750 - $77,167
-3,160 Reduced 18.94%
13,525 $330,000
Q3 2023

Nov 09, 2023
BUY
$22.41 - $24.35 $57,033 - $61,970
2,545 Added 18.0%
16,685 $375,000
Q4 2022

Feb 02, 2023
BUY
$18.81 - $22.36 $265,973 - $316,170
14,140 New
14,140 $305,000

Others Institutions Holding DFAX

# of Institutions
579
Shares Held
245M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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