Sowell Financial Services LLC Dimensional ETF Tr Dimensional Transaction History

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sowell Financial Services LLC holds 36,273 shares of DFAR stock, worth $810,701. This represents 0.04% of its overall portfolio holdings.

Number of Shares
36,273
Previous 66,926 45.8%
Holding current value
$810,701
Previous $1.48 Million 37.12%
% of portfolio
0.04%
Previous 0.07%

Shares

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

Oct 04, 2024
SELL
$21.91 - $26.03 $671,607 - $797,897
-30,653 Reduced 45.8%
36,273 $930,000
Q2 2024

Aug 13, 2024
SELL
$20.41 - $22.23 $8,490 - $9,247
-416 Reduced 0.62%
66,926 $1.48 Million
Q1 2024

May 03, 2024
BUY
$21.28 - $22.96 $141,214 - $152,362
6,636 Added 10.93%
67,342 $1.51 Million
Q4 2023

Jan 24, 2024
BUY
$18.45 - $23.08 $43,929 - $54,953
2,381 Added 4.08%
60,706 $1.38 Million
Q3 2023

Nov 08, 2023
BUY
$19.26 - $22.35 $98,919 - $114,789
5,136 Added 9.66%
58,325 $1.14 Million
Q2 2023

Aug 14, 2023
BUY
$20.22 - $21.63 $10,837 - $11,593
536 Added 1.02%
53,189 $1.14 Million
Q1 2023

May 12, 2023
BUY
$19.83 - $23.92 $174,147 - $210,065
8,782 Added 20.02%
52,653 $1.13 Million
Q4 2022

Feb 09, 2023
BUY
$19.45 - $22.52 $460,167 - $532,800
23,659 Added 117.05%
43,871 $928,000
Q3 2022

Nov 15, 2022
BUY
$20.34 - $25.89 $411,112 - $523,288
20,212 New
20,212 $416,000

Others Institutions Holding DFAR

# of Institutions
220
Shares Held
35.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFAR Quotes by TradingView
  • Ticker DFAR
  • Sector ETFs
  • Industry ETFs
More about DFAR
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