Sowell Financial Services LLC Dimensional ETF Tr Transaction History

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024

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 701,855 shares of DFAX stock, worth $17.4 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
701,855
Previous 688,003 2.01%
Holding current value
$17.4 Million
Previous $17.5 Million 8.39%
% of portfolio
0.9%
Previous 0.85%

Shares

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

Oct 04, 2024
BUY
$24.29 - $27.25 $336,465 - $377,467
13,852 Added 2.01%
701,855 $19 Million
Q2 2024

Aug 13, 2024
BUY
$24.57 - $26.36 $730,122 - $783,313
29,716 Added 4.51%
688,003 $17.5 Million
Q1 2024

May 03, 2024
BUY
$23.42 - $25.45 $10.9 Million - $11.8 Million
464,670 Added 239.99%
658,287 $16.7 Million
Q4 2023

Jan 24, 2024
BUY
$21.44 - $24.42 $572,726 - $652,331
26,713 Added 16.01%
193,617 $4.73 Million
Q3 2023

Nov 08, 2023
BUY
$22.41 - $24.35 $1.3 Million - $1.41 Million
58,034 Added 53.31%
166,904 $3.76 Million
Q2 2023

Aug 14, 2023
BUY
$22.56 - $24.03 $2.11 Million - $2.24 Million
93,344 Added 601.21%
108,870 $2.54 Million
Q1 2023

May 12, 2023
BUY
$21.74 - $23.72 $94,003 - $102,565
4,324 Added 38.6%
15,526 $358,000
Q4 2022

Feb 09, 2023
BUY
$18.81 - $22.36 $210,709 - $250,476
11,202 New
11,202 $242,000
Q1 2022

May 13, 2022
SELL
$23.26 - $26.72 $10.7 Million - $12.3 Million
-461,450 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$25.17 - $26.82 $11.6 Million - $12.4 Million
461,450 New
461,450 $12 Million

Others Institutions Holding DFAX

# of Institutions
512
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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