Forvis Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Forvis Wealth Advisors, LLC

  • $4.21 Billion
  • Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 511,356 shares of DFAX stock, worth $13.5 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
511,356
Previous 539,497 5.22%
Holding current value
$13.5 Million
Previous $14.6 Million 12.76%
% of portfolio
0.3%
Previous 0.34%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$24.76 - $27.04 $696,771 - $760,932
-28,141 Reduced 5.22%
511,356 $12.7 Million
Q3 2024

Nov 14, 2024
SELL
$24.29 - $27.25 $387,595 - $434,828
-15,957 Reduced 2.87%
539,497 $14.6 Million
Q2 2024

Aug 09, 2024
BUY
$24.57 - $26.36 $455,699 - $488,898
18,547 Added 3.45%
555,454 $14.1 Million
Q1 2024

Apr 19, 2024
BUY
$23.42 - $25.45 $1.35 Million - $1.47 Million
57,855 Added 12.08%
536,907 $13.7 Million
Q4 2023

Jan 11, 2024
BUY
$21.44 - $24.42 $909,870 - $1.04 Million
42,438 Added 9.72%
479,052 $11.7 Million
Q3 2023

Oct 25, 2023
BUY
$22.41 - $24.35 $909,778 - $988,536
40,597 Added 10.25%
436,614 $9.83 Million
Q2 2023

Aug 08, 2023
BUY
$22.56 - $24.03 $864,408 - $920,733
38,316 Added 10.71%
396,017 $9.23 Million
Q1 2023

Apr 26, 2023
BUY
$21.74 - $23.72 $1.26 Million - $1.38 Million
57,989 Added 19.35%
357,701 $8.25 Million
Q4 2022

Feb 02, 2023
BUY
$18.81 - $22.36 $875,549 - $1.04 Million
46,547 Added 18.39%
299,712 $6.47 Million
Q3 2022

Oct 13, 2022
BUY
$18.89 - $22.64 $585,136 - $701,296
30,976 Added 13.94%
253,165 $4.78 Million
Q2 2022

Jul 22, 2022
BUY
$21.22 - $25.37 $4.41 Million - $5.27 Million
207,853 Added 1449.87%
222,189 $4.76 Million
Q4 2021

Jan 14, 2022
BUY
$25.17 - $26.82 $201 - $214
8 Added 0.06%
14,336 $374,000
Q3 2021

Oct 14, 2021
BUY
$25.83 - $27.21 $370,092 - $389,864
14,328 New
14,328 $371,000

Others Institutions Holding DFAX

# of Institutions
571
Shares Held
242M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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