Investment Planning Advisors, Inc. Dimensional ETF Tr Transaction History

Investment Planning Advisors, Inc.

  • $200 Million
  • Q4 2024

A detailed history of Investment Planning Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 28,819 shares of DFAX stock, worth $738,054. This represents 0.36% of its overall portfolio holdings.

Number of Shares
28,819
Previous 23,563 22.31%
Holding current value
$738,054
Previous $636,000 12.58%
% of portfolio
0.36%
Previous 0.34%

Shares

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

Jan 22, 2025
BUY
$24.76 - $27.04 $130,138 - $142,122
5,256 Added 22.31%
28,819 $716,000
Q2 2024

Jul 22, 2024
BUY
$24.57 - $26.36 $578,942 - $621,120
23,563 New
23,563 $599 Million

Others Institutions Holding DFAX

# of Institutions
515
Shares Held
225M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Investment Planning Advisors, Inc. Portfolio

Follow Investment Planning Advisors, Inc. 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 Planning Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Planning Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email