A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 1,378,964 shares of DFAX stock, worth $35.9 Million. This represents 12.69% of its overall portfolio holdings.

Number of Shares
1,378,964
Previous 1,372,916 0.44%
Holding current value
$35.9 Million
Previous $34.9 Million 6.72%
% of portfolio
12.69%
Previous 14.94%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$24.29 - $27.25 $146,905 - $164,808
6,048 Added 0.44%
1,378,964 $37.2 Million
Q2 2024

Jul 02, 2024

SELL
$24.57 - $26.36 $264,078 - $283,317
-10,748 Reduced 0.78%
1,372,916 $34.9 Million
Q1 2024

Apr 17, 2024

BUY
$23.42 - $25.45 $219,609 - $238,644
9,377 Added 0.68%
1,383,664 $35.2 Million
Q4 2023

Jan 11, 2024

BUY
$21.44 - $24.42 $872,650 - $993,942
40,702 Added 3.05%
1,374,287 $33.6 Million
Q3 2023

Oct 12, 2023

BUY
$22.41 - $24.35 $1.13 Million - $1.23 Million
50,499 Added 3.94%
1,333,585 $30 Million
Q2 2023

Jul 12, 2023

BUY
$22.56 - $24.03 $152,076 - $161,986
6,741 Added 0.53%
1,283,086 $29.9 Million
Q1 2023

Apr 17, 2023

SELL
$21.74 - $23.72 $365,449 - $398,733
-16,810 Reduced 1.3%
1,276,345 $29.4 Million
Q4 2022

Jan 12, 2023

SELL
$18.81 - $22.36 $1.3 Million - $1.55 Million
-69,286 Reduced 5.09%
1,293,155 $0
Q3 2022

Oct 05, 2022

BUY
$18.89 - $22.64 $1.19 Million - $1.43 Million
62,950 Added 4.84%
1,362,441 $25.7 Million
Q2 2022

Jul 08, 2022

SELL
$21.22 - $25.37 $745,203 - $890,943
-35,118 Reduced 2.63%
1,299,491 $27.9 Million
Q1 2022

Apr 28, 2022

BUY
$23.26 - $26.72 $482,877 - $554,707
20,760 Added 1.58%
1,334,609 $33.3 Million
Q4 2021

Jan 27, 2022

BUY
$25.17 - $26.82 $33.1 Million - $35.2 Million
1,313,849 New
1,313,849 $34.3 Million

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
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