Lauer Wealth, LLC Dimensional ETF Tr Transaction History

Lauer Wealth, LLC

$150 Billion
Q4 2024

A detailed history of Lauer Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lauer Wealth, LLC holds 66,069 shares of DFAE stock, worth $1.75 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

66,069

Previous 66,410 0.51%

Holding current value

$1.75 Million

Previous $1.78 Billion 6.03%

% of portfolio

1.12%

Previous 1.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$25.36 - $28.15 $8,647 - $9,599	-341 Reduced 0.51%	66,069 $1.68 Billion
Q3 2024 Oct 24, 2024	BUY	$24.46 - $27.82 $139,862 - $159,074	5,718 Added 9.42%	66,410 $1.78 Billion
Q2 2024 Jul 16, 2024	SELL	$24.03 - $26.3 $153,623 - $168,135	-6,393 Reduced 9.53%	60,692 $1.63 Billion
Q1 2024 Apr 16, 2024	BUY	$22.74 - $24.88 $43,001 - $47,048	1,891 Added 2.9%	67,085 $1.68 Billion
Q4 2023 Jan 29, 2024	BUY	$21.63 - $24.11 $104,213 - $116,161	4,818 Added 7.98%	65,194 $1.5 Billion
Q3 2023 Oct 17, 2023	BUY	$22.43 - $24.83 $11,686 - $12,936	521 Added 0.87%	60,376 $1.36 Billion
Q2 2023 Aug 03, 2023	BUY	$22.38 - $24.3 $227,716 - $247,252	10,175 Added 20.48%	59,855 $1.45 Billion
Q1 2023 May 12, 2023	BUY	$21.78 - $24.36 $1.08 Million - $1.21 Million	49,680 New	49,680 $1.14 Billion

Others Institutions Holding DFAE

# of Institutions

527

Shares Held

168M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lauer Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lauer Wealth, LLC with notifications on news.

Account