A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Investment Advisory Group, LLC holds 17,685 shares of DFAE stock, worth $467,945. This represents 0.17% of its overall portfolio holdings.

Number of Shares
17,685
Previous 17,623 0.35%
Holding current value
$467,945
Previous $455,000 6.37%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Oct 15, 2024

BUY
$24.46 - $27.82 $1,516 - $1,724
62 Added 0.35%
17,685 $484,000
Q2 2024

Jul 31, 2024

SELL
$24.03 - $26.3 $30,470 - $33,348
-1,268 Reduced 6.71%
17,623 $455,000
Q1 2024

Apr 29, 2024

SELL
$22.74 - $24.88 $97,190 - $106,337
-4,274 Reduced 18.45%
18,891 $466,000
Q4 2023

Jan 30, 2024

SELL
$21.63 - $24.11 $3,331 - $3,712
-154 Reduced 0.66%
23,165 $558,000
Q3 2023

Oct 16, 2023

BUY
$22.43 - $24.83 $11,529 - $12,762
514 Added 2.25%
23,319 $526,000
Q2 2023

Jul 17, 2023

BUY
$22.38 - $24.3 $59,217 - $64,297
2,646 Added 13.13%
22,805 $535,000
Q1 2023

May 02, 2023

BUY
$21.78 - $24.36 $117,219 - $131,105
5,382 Added 36.42%
20,159 $464,000
Q4 2022

Jan 19, 2023

BUY
$19.67 - $22.73 $290,663 - $335,881
14,777 New
14,777 $0

Others Institutions Holding DFAE

About DIMENSIONAL ETF TR


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

Track Investment Advisory Group, LLC Portfolio

Follow Investment Advisory Group, 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 Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investment Advisory Group, LLC with notifications on news.