Ml & R Wealth Management LLC Dimensional ETF Tr Transaction History

Ml & R Wealth Management LLC

  • $435 Million
  • Q1 2024

A detailed history of Ml & R Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 156,166 shares of DFAX stock, worth $3.91 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
156,166
Previous 175,199 10.86%
Holding current value
$3.91 Million
Previous $4.28 Million 7.15%
% of portfolio
0.91%
Previous 0.97%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$23.42 - $25.45 $445,752 - $484,389
-19,033 Reduced 10.86%
156,166 $3.97 Million
Q4 2023

Feb 09, 2024
SELL
$21.44 - $24.42 $31,559 - $35,946
-1,472 Reduced 0.83%
175,199 $4.28 Million
Q3 2023

Nov 02, 2023
BUY
$22.41 - $24.35 $104,408 - $113,446
4,659 Added 2.71%
176,671 $3.98 Million
Q2 2023

Aug 08, 2023
SELL
$22.56 - $24.03 $5,978 - $6,367
-265 Reduced 0.15%
172,012 $4.01 Million
Q1 2023

May 05, 2023
BUY
$21.74 - $23.72 $34,283 - $37,406
1,577 Added 0.92%
172,277 $3.97 Million
Q4 2022

Feb 06, 2023
BUY
$18.81 - $22.36 $37,431 - $44,496
1,990 Added 1.18%
170,700 $3.69 Million
Q3 2022

Oct 26, 2022
BUY
$18.89 - $22.64 $101,741 - $121,939
5,386 Added 3.3%
168,710 $3.19 Million
Q2 2022

Jul 25, 2022
BUY
$21.22 - $25.37 $117,452 - $140,422
5,535 Added 3.51%
163,324 $3.5 Million
Q1 2022

Apr 18, 2022
BUY
$23.26 - $26.72 $232,553 - $267,146
9,998 Added 6.76%
157,789 $3.94 Million
Q4 2021

Feb 02, 2022
BUY
$25.17 - $26.82 $3.72 Million - $3.96 Million
147,791 New
147,791 $3.86 Million

Others Institutions Holding DFAX

# of Institutions
512
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 Ml & R Wealth Management LLC Portfolio

Follow Ml & R Wealth Management 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 Ml & R Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ml & R Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email