A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Investmark Advisory Group LLC holds 53,880 shares of DFAI stock, worth $1.64 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
53,880
Previous 50,365 6.98%
Holding current value
$1.64 Million
Previous $1.52 Million 4.99%
% of portfolio
0.87%
Previous 0.85%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$28.93 - $30.91 $101,688 - $108,648
3,515 Added 6.98%
53,880 $1.6 Million
Q1 2024

May 17, 2024

BUY
$27.74 - $30.27 $78,726 - $85,906
2,838 Added 5.97%
50,365 $1.52 Million
Q4 2023

Feb 14, 2024

BUY
$24.88 - $28.69 $109,521 - $126,293
4,402 Added 10.21%
47,527 $1.36 Million
Q2 2023

Aug 14, 2023

BUY
$26.46 - $28.05 $122,536 - $129,899
4,631 Added 12.03%
43,125 $1.18 Million
Q1 2023

May 15, 2023

BUY
$25.21 - $27.45 $69,151 - $75,295
2,743 Added 7.67%
38,494 $1.04 Million
Q4 2022

Jan 24, 2023

BUY
$21.47 - $25.85 $168,238 - $202,560
7,836 Added 28.07%
35,751 $0
Q3 2022

Nov 14, 2022

SELL
$21.44 - $25.78 $1,114 - $1,340
-52 Reduced 0.19%
27,915 $602,000
Q2 2022

Jul 15, 2022

BUY
$23.87 - $28.49 $188,262 - $224,700
7,887 Added 39.28%
27,967 $675,000
Q1 2022

May 03, 2022

BUY
$25.94 - $30.08 $55,304 - $64,130
2,132 Added 11.88%
20,080 $565,000
Q4 2021

May 03, 2022

BUY
$28.27 - $30.4 $507,389 - $545,619
17,948 New
17,948 $530,000

Others Institutions Holding DFAI

About DIMENSIONAL ETF TR


  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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