A detailed history of Fonville Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fonville Wealth Management LLC holds 350,033 shares of DFAI stock, worth $10.3 Million. This represents 3.84% of its overall portfolio holdings.

Number of Shares
350,033
Previous 331,360 5.64%
Holding current value
$10.3 Million
Previous $9.83 Billion 13.15%
% of portfolio
3.84%
Previous 3.9%

Shares

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

Oct 28, 2024

BUY
$28.69 - $32.06 $535,728 - $598,656
18,673 Added 5.64%
350,033 $11.1 Billion
Q2 2024

Jul 30, 2024

BUY
$28.93 - $30.91 $1.3 Million - $1.39 Million
45,040 Added 15.73%
331,360 $9.83 Billion
Q1 2024

Apr 26, 2024

BUY
$27.74 - $30.27 $1.93 Million - $2.11 Million
69,691 Added 32.17%
286,320 $8.65 Billion
Q4 2023

Jan 31, 2024

BUY
$24.88 - $28.69 $5.39 Million - $6.22 Million
216,629 New
216,629 $6.2 Billion

Others Institutions Holding DFAI

About DIMENSIONAL ETF TR


  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Fonville Wealth Management LLC Portfolio

Follow Fonville 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 Fonville Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fonville Wealth Management LLC with notifications on news.