Lantern Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Lantern Wealth Advisors, LLC

  • $138 Billion
  • Q2 2024

A detailed history of Lantern Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 121,711 shares of DFAX stock, worth $3.17 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares
121,711
Previous 121,185 0.43%
Holding current value
$3.17 Million
Previous $3.08 Billion 0.36%
% of portfolio
2.24%
Previous 2.17%

Shares

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

Aug 14, 2024
BUY
$24.57 - $26.36 $12,923 - $13,865
526 Added 0.43%
121,711 $3.09 Billion
Q1 2024

May 14, 2024
BUY
$23.42 - $25.45 $135,133 - $146,846
5,770 Added 5.0%
121,185 $3.08 Billion
Q4 2023

Feb 14, 2024
BUY
$21.44 - $24.42 $2.47 Million - $2.82 Million
115,415 New
115,415 $2.82 Billion

Others Institutions Holding DFAX

# of Institutions
504
Shares Held
221M
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 Lantern Wealth Advisors, LLC Portfolio

Follow Lantern Wealth Advisors, 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 Lantern Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantern Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email