Soundmark Wealth Management, LLC Dimensional ETF Tr Transaction History

Soundmark Wealth Management, LLC

  • $0
  • Q2 2024

Shares

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

Apr 11, 2024
SELL
$22.74 - $24.88 $19,965 - $21,844
-878 Reduced 2.23%
38,531 $952,000
Q4 2023

Jan 09, 2024
BUY
$21.63 - $24.11 $161,381 - $179,884
7,461 Added 23.35%
39,409 $950,000
Q1 2023

Apr 10, 2023
BUY
$21.78 - $24.36 $84,833 - $94,882
3,895 Added 13.88%
31,948 $735,000
Q4 2022

Jan 12, 2023
BUY
$19.67 - $22.73 $551,802 - $637,644
28,053 New
28,053 $0

Others Institutions Holding DFAE

# of Institutions
539
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 Soundmark Wealth Management, LLC Portfolio

Follow Soundmark 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 Soundmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Soundmark Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email