Diversify Wealth Management, LLC Dimensional ETF Tr Transaction History

Diversify Wealth Management, LLC

  • $1.04 Trillion
  • Q3 2024

A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 30,061 shares of DFAX stock, worth $782,487. This represents 0.08% of its overall portfolio holdings.

Number of Shares
30,061
Previous 30,840 2.53%
Holding current value
$782,487
Previous $749 Million 4.38%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 25, 2024
SELL
$24.29 - $27.25 $18,921 - $21,227
-779 Reduced 2.53%
30,061 $782 Million
Q2 2024

Aug 08, 2024
BUY
$24.57 - $26.36 $757,738 - $812,942
30,840 New
30,840 $749 Million

Others Institutions Holding DFAX

# of Institutions
504
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email