Fin Dec Wealth Services, Inc. Dimensional ETF Tr Transaction History

Fin Dec Wealth Services, Inc.

$172 Billion
Q3 2024

A detailed history of Fin Dec Wealth Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 117,593 shares of DFAI stock, worth $3.45 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

117,593

Previous 113,717 3.41%

Holding current value

$3.45 Million

Previous $3.37 Billion 10.76%

% of portfolio

2.17%

Previous 2.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$28.69 - $32.06 $111,202 - $124,264	3,876 Added 3.41%	117,593 $3.74 Billion
Q2 2024 Jul 17, 2024	BUY	$28.93 - $30.91 $10,964 - $11,714	379 Added 0.33%	113,717 $3.37 Billion
Q1 2024 May 13, 2024	SELL	$27.74 - $30.27 $26,463 - $28,877	-954 Reduced 0.83%	113,338 $3.43 Billion
Q4 2023 Feb 07, 2024	BUY	$24.88 - $28.69 $50,406 - $58,125	2,026 Added 1.8%	114,292 $3.27 Billion
Q3 2023 Oct 19, 2023	BUY	$26.0 - $28.17 $32,058 - $34,733	1,233 Added 1.11%	112,266 $2.93 Billion
Q2 2023 Jul 19, 2023	BUY	$26.46 - $28.05 $162,199 - $171,946	6,130 Added 5.84%	111,033 $3.03 Billion
Q1 2023 May 10, 2023	SELL	$25.21 - $27.45 $67,109 - $73,071	-2,662 Reduced 2.47%	104,903 $2.83 Billion
Q4 2022 Jan 25, 2023	BUY	$21.47 - $25.85 $2.31 Million - $2.78 Million	107,565 New	107,565 $2.69 Billion

Others Institutions Holding DFAI

# of Institutions

539

Shares Held

179M

Call Options Held

7.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fin Dec Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fin Dec Wealth Services, Inc. with notifications on news.

Account

Fin Dec Wealth Services, Inc. Dimensional ETF Tr Transaction History