Sowell Financial Services LLC Dimensional ETF Tr Transaction History

Sowell Financial Services LLC

  • $2.11 Billion
  • Q1 2025

A detailed history of Sowell Financial Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sowell Financial Services LLC holds 139,781 shares of DFAU stock, worth $5.13 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
139,781
Previous 136,836 2.15%
Holding current value
$5.13 Million
Previous $5.54 Million 3.01%
% of portfolio
0.25%
Previous 0.3%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$37.84 - $42.29 $111,438 - $124,544
2,945 Added 2.15%
139,781 $5.37 Million
Q4 2024

Feb 07, 2025
SELL
$39.27 - $42.38 $7.65 Million - $8.26 Million
-194,839 Reduced 58.74%
136,836 $5.54 Million
Q3 2024

Oct 04, 2024
BUY
$35.8 - $39.69 $426,521 - $472,866
11,914 Added 3.73%
331,675 $13.2 Million
Q2 2024

Aug 13, 2024
BUY
$34.53 - $37.67 $77,140 - $84,154
2,234 Added 0.7%
319,761 $12 Million
Q1 2024

May 03, 2024
BUY
$32.59 - $36.54 $6.47 Million - $7.25 Million
198,501 Added 166.77%
317,527 $11.6 Million
Q4 2023

Jan 24, 2024
BUY
$28.58 - $33.37 $171,451 - $200,186
5,999 Added 5.31%
119,026 $3.96 Million
Q3 2023

Nov 08, 2023
BUY
$29.79 - $32.13 $452,510 - $488,054
15,190 Added 15.53%
113,027 $3.39 Million
Q2 2023

Aug 14, 2023
BUY
$28.25 - $30.99 $118,537 - $130,034
4,196 Added 4.48%
97,837 $3.03 Million
Q1 2023

May 12, 2023
SELL
$26.87 - $29.65 $39,875 - $44,000
-1,484 Reduced 1.56%
93,641 $2.69 Million
Q4 2022

Feb 09, 2023
BUY
$25.24 - $28.83 $1.6 Million - $1.83 Million
63,352 Added 199.39%
95,125 $2.57 Million
Q3 2022

Nov 15, 2022
SELL
$25.15 - $30.14 $375,288 - $449,749
-14,922 Reduced 31.96%
31,773 $799,000
Q2 2022

Aug 15, 2022
BUY
$25.69 - $31.79 $1.2 Million - $1.48 Million
46,695 New
46,695 $1.33 Million

Others Institutions Holding DFAU

# of Institutions
487
Shares Held
202M
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

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