Liberty Wealth Management LLC Dimensional ETF Tr Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 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 285,622 shares of DFAI stock, worth $8.28 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares

285,622

Previous 566,360 49.57%

Holding current value

$8.28 Million

Previous $8.28 Million 9.68%

% of portfolio

1.59%

Previous 1.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$28.69 - $32.06 $8.05 Million - $9 Million	-280,738 Reduced 49.57%	285,622 $9.08 Million
Q2 2024 Aug 06, 2024	BUY	$28.93 - $30.91 $7.8 Million - $8.33 Million	269,510 Added 90.79%	566,360 $8.28 Million
Q1 2024 May 02, 2024	BUY	$27.74 - $30.27 $283,974 - $309,873	10,237 Added 3.57%	296,850 $8.97 Million
Q4 2023 Feb 08, 2024	SELL	$24.88 - $28.69 $750,803 - $865,778	-30,177 Reduced 9.53%	286,613 $8.21 Million
Q3 2023 Nov 13, 2023	BUY	$26.0 - $28.17 $1.04 Million - $1.13 Million	40,172 Added 14.52%	316,790 $8.27 Million
Q2 2023 Aug 10, 2023	BUY	$26.46 - $28.05 $328,977 - $348,745	12,433 Added 4.71%	276,618 $7.56 Million
Q1 2023 May 03, 2023	BUY	$25.21 - $27.45 $6.66 Million - $7.25 Million	264,185 New	264,185 $7.12 Million

Others Institutions Holding DFAI

# of Institutions

539

Shares Held

179M

Call Options Held

7.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Liberty Wealth Management LLC Dimensional ETF Tr Transaction History