Destiny Wealth Partners, LLC Dimensional ETF Tr Transaction History

Destiny Wealth Partners, LLC

$573 Million
Q4 2024

A detailed history of Destiny Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 736,804 shares of DFAX stock, worth $19.4 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares

736,804

Previous 714,761 3.08%

Holding current value

$19.4 Million

Previous $19.3 Million 5.12%

% of portfolio

3.2%

Previous 3.66%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$24.76 - $27.04 $545,784 - $596,042	22,043 Added 3.08%	736,804 $18.3 Million
Q3 2024 Oct 15, 2024	BUY	$24.29 - $27.25 $101,993 - $114,422	4,199 Added 0.59%	714,761 $19.3 Million
Q2 2024 Jul 25, 2024	SELL	$24.57 - $26.36 $1.16 Million - $1.25 Million	-47,343 Reduced 6.25%	710,562 $18.1 Million
Q1 2024 Apr 09, 2024	SELL	$23.42 - $25.45 $1.68 Million - $1.82 Million	-71,607 Reduced 8.63%	757,905 $19.3 Million
Q4 2023 Jan 19, 2024	SELL	$21.44 - $24.42 $2.45 Million - $2.79 Million	-114,372 Reduced 12.12%	829,512 $20.3 Million
Q3 2023 Oct 10, 2023	SELL	$22.41 - $24.35 $388,163 - $421,766	-17,321 Reduced 1.8%	943,884 $21.3 Million
Q2 2023 Jul 26, 2023	BUY	$22.56 - $24.03 $4.75 Million - $5.06 Million	210,584 Added 28.05%	961,205 $22.4 Million
Q1 2023 Apr 26, 2023	BUY	$21.74 - $23.72 $16.3 Million - $17.8 Million	750,621 New	750,621 $17.3 Million

Others Institutions Holding DFAX

# of Institutions

571

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Destiny Wealth Partners, LLC Dimensional ETF Tr Transaction History