Liberty Wealth Management LLC Dimensional ETF Tr Transaction History

Liberty Wealth Management LLC

$578 Million
Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Liberty Wealth Management LLC holds 753,350 shares of DFAU stock, worth $29.5 Million. This represents 5.28% of its overall portfolio holdings.

Number of Shares

753,350

Previous 718,473 4.85%

Holding current value

$29.5 Million

Previous $28.5 Million 6.97%

% of portfolio

5.28%

Previous 5.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$39.27 - $42.38 $1.37 Million - $1.48 Million	34,877 Added 4.85%	753,350 $30.5 Million
Q3 2024 Nov 01, 2024	SELL	$35.8 - $39.69 $37.8 Million - $41.9 Million	-1,055,070 Reduced 59.49%	718,473 $28.5 Million
Q2 2024 Aug 06, 2024	BUY	$34.53 - $37.67 $38 Million - $41.4 Million	1,099,117 Added 162.97%	1,773,543 $26 Million
Q1 2024 May 02, 2024	BUY	$32.59 - $36.54 $843,038 - $945,216	25,868 Added 3.99%	674,426 $24.7 Million
Q4 2023 Feb 08, 2024	BUY	$28.58 - $33.37 $4.27 Million - $4.98 Million	149,245 Added 29.89%	648,558 $21.6 Million
Q3 2023 Nov 13, 2023	BUY	$29.79 - $32.13 $2.11 Million - $2.28 Million	70,985 Added 16.57%	499,313 $14.9 Million
Q2 2023 Aug 10, 2023	BUY	$28.25 - $30.99 $117,435 - $128,825	4,157 Added 0.98%	428,328 $13.3 Million
Q1 2023 May 03, 2023	BUY	$26.87 - $29.65 $7.66 Million - $8.46 Million	285,198 Added 205.22%	424,171 $12.2 Million
Q3 2022 Nov 15, 2022	BUY	$25.15 - $30.14 $3.5 Million - $4.19 Million	138,973 New	138,973 $3.5 Million

Others Institutions Holding DFAU

# of Institutions

483

Shares Held

2.18B

Call Options Held

Put Options Held

400

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Liberty Wealth Management LLC Dimensional ETF Tr Transaction History