A detailed history of Intelligent Financial Strategies transactions in Dimensional ETF Tr stock. As of the latest transaction made, Intelligent Financial Strategies holds 35,705 shares of DFAX stock, worth $893,339. This represents 0.55% of its overall portfolio holdings.

Number of Shares
35,705
Previous 36,090 1.07%
Holding current value
$893,339
Previous $917,000 5.13%
% of portfolio
0.55%
Previous 0.58%

Shares

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

Oct 25, 2024

SELL
$24.29 - $27.25 $9,351 - $10,491
-385 Reduced 1.07%
35,705 $964,000
Q1 2024

Apr 26, 2024

SELL
$23.42 - $25.45 $1.65 Million - $1.8 Million
-70,560 Reduced 66.16%
36,090 $918,000
Q4 2023

Feb 08, 2024

SELL
$21.44 - $24.42 $88,397 - $100,683
-4,123 Reduced 3.72%
106,650 $2.6 Million
Q3 2023

Oct 30, 2023

SELL
$22.41 - $24.35 $694 - $754
-31 Reduced 0.03%
110,773 $2.49 Million
Q2 2023

Jul 20, 2023

SELL
$22.56 - $24.03 $489,100 - $520,970
-21,680 Reduced 16.36%
110,804 $2.58 Million
Q1 2023

May 01, 2023

SELL
$21.74 - $23.72 $1.8 Million - $1.96 Million
-82,586 Reduced 38.4%
132,484 $3.06 Million
Q4 2022

Jan 24, 2023

SELL
$18.81 - $22.36 $108,872 - $129,419
-5,788 Reduced 2.62%
215,070 $0
Q3 2022

Nov 10, 2022

BUY
$18.89 - $22.64 $133,401 - $159,883
7,062 Added 3.3%
220,858 $4.17 Million
Q2 2022

Aug 08, 2022

BUY
$21.22 - $25.37 $2.83 Million - $3.39 Million
133,534 Added 166.37%
213,796 $4.58 Million
Q1 2022

Apr 25, 2022

BUY
$23.26 - $26.72 $395 - $454
17 Added 0.02%
80,262 $2 Million
Q4 2021

Feb 15, 2022

BUY
$25.17 - $26.82 $2.02 Million - $2.15 Million
80,245 New
80,245 $2.1 Million

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Intelligent Financial Strategies Portfolio

Follow Intelligent Financial Strategies 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 Intelligent Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Intelligent Financial Strategies with notifications on news.