Congress Wealth Management LLC Dimensional ETF Tr Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 27,296 shares of DFAU stock, worth $1.13 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
27,296
Previous 25,557 6.8%
Holding current value
$1.13 Million
Previous $958,000 13.05%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$35.8 - $39.69 $62,256 - $69,020
1,739 Added 6.8%
27,296 $1.08 Million
Q1 2024

Apr 18, 2024
BUY
$32.59 - $36.54 $93,989 - $105,381
2,884 Added 12.72%
25,557 $933,000
Q4 2023

Feb 09, 2024
BUY
$28.58 - $33.37 $280,284 - $327,259
9,807 Added 76.22%
22,673 $753,000
Q3 2023

Oct 30, 2023
BUY
$29.79 - $32.13 $383,278 - $413,384
12,866 New
12,866 $385,000

Others Institutions Holding DFAU

# of Institutions
413
Shares Held
108M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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