Shore Point Advisors, LLC Dimensional ETF Tr Transaction History

Shore Point Advisors, LLC

  • $179 Million
  • Q4 2024

A detailed history of Shore Point Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Shore Point Advisors, LLC holds 229,030 shares of DFAE stock, worth $6.11 Million. This represents 3.24% of its overall portfolio holdings.

Number of Shares
229,030
Previous 311,163 26.4%
Holding current value
$6.11 Million
Previous $8.53 Million 31.89%
% of portfolio
3.24%
Previous 4.72%

Shares

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

Jan 16, 2025
SELL
$25.36 - $28.15 $2.08 Million - $2.31 Million
-82,133 Reduced 26.4%
229,030 $5.81 Million
Q3 2024

Oct 10, 2024
BUY
$24.46 - $27.82 $53,689 - $61,064
2,195 Added 0.71%
311,163 $8.53 Million
Q2 2024

Jul 16, 2024
SELL
$24.03 - $26.3 $22,612 - $24,748
-941 Reduced 0.3%
308,968 $7.99 Million
Q1 2024

Apr 30, 2024
SELL
$22.74 - $24.88 $75,474 - $82,576
-3,319 Reduced 1.06%
309,909 $7.66 Million
Q4 2023

Feb 07, 2024
SELL
$21.63 - $24.11 $246,106 - $274,323
-11,378 Reduced 3.51%
313,228 $7.55 Million
Q3 2023

Oct 16, 2023
BUY
$22.43 - $24.83 $175,626 - $194,418
7,830 Added 2.47%
324,606 $7.33 Million
Q2 2023

Jul 14, 2023
SELL
$22.38 - $24.3 $3,513 - $3,815
-157 Reduced 0.05%
316,776 $7.43 Million
Q1 2023

Apr 17, 2023
BUY
$21.78 - $24.36 $693,475 - $775,622
31,840 Added 11.17%
316,933 $7.3 Million
Q4 2022

Jan 19, 2023
SELL
$19.67 - $22.73 $282,441 - $326,380
-14,359 Reduced 4.8%
285,093 $0
Q3 2022

Nov 01, 2022
BUY
$20.09 - $23.68 $405,918 - $478,454
20,205 Added 7.24%
299,452 $6.02 Million
Q2 2022

Jul 21, 2022
BUY
$22.9 - $27.06 $826,277 - $976,378
36,082 Added 14.84%
279,247 $6.47 Million
Q1 2022

Apr 26, 2022
BUY
$24.29 - $28.31 $5.9 Million - $6.88 Million
242,931 Added 103816.67%
243,165 $6.38 Million
Q4 2021

Feb 10, 2022
BUY
$26.45 - $28.31 $6,189 - $6,624
234 New
234 $6,000

Others Institutions Holding DFAE

# of Institutions
536
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
Track This Portfolio

Track Shore Point Advisors, LLC Portfolio

Follow Shore Point Advisors, 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 Shore Point Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shore Point Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email