True Wealth Design, LLC Dimensional ETF Tr Transaction History

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024

A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, True Wealth Design, LLC holds 6,024 shares of DFAX stock, worth $158,250. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,024
Previous 6,024 -0.0%
Holding current value
$158,250
Previous $163 Million 7.96%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$21.44 - $24.42 $106,578 - $121,391
-4,971 Reduced 45.21%
6,024 $147 Million
Q3 2023

Nov 13, 2023
SELL
$22.41 - $24.35 $92,127 - $100,102
-4,111 Reduced 27.21%
10,995 $248 Million
Q2 2023

Aug 14, 2023
BUY
$22.56 - $24.03 $35,892 - $38,231
1,591 Added 11.77%
15,106 $352 Million
Q1 2023

May 12, 2023
BUY
$21.74 - $23.72 $293,816 - $320,575
13,515 New
13,515 $312 Million

Others Institutions Holding DFAX

# of Institutions
571
Shares Held
242M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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