Perigon Wealth Management, LLC Dimensional ETF Tr Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 50,877 shares of DFAX stock, worth $1.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
50,877
Previous 50,806 0.14%
Holding current value
$1.3 Million
Previous $1.37 Million 7.87%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$24.76 - $27.04 $1,757 - $1,919
71 Added 0.14%
50,877 $1.26 Million
Q3 2024

Oct 16, 2024
SELL
$24.29 - $27.25 $6,679 - $7,493
-275 Reduced 0.54%
50,806 $1.37 Million
Q2 2024

Aug 02, 2024
BUY
$24.57 - $26.36 $916,608 - $983,386
37,306 Added 270.82%
51,081 $1.3 Million
Q1 2024

Apr 29, 2024
BUY
$23.42 - $25.45 $3,559 - $3,868
152 Added 1.12%
13,775 $350,000
Q4 2023

Jan 29, 2024
BUY
$21.44 - $24.42 $292,077 - $332,673
13,623 New
13,623 $332,000

Others Institutions Holding DFAX

# of Institutions
518
Shares Held
226M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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