Us Advisors Wealth Management, LLC Dimensional ETF Tr Transaction History

Us Advisors Wealth Management, LLC

$308 Million
Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 48,080 shares of DFAI stock, worth $1.5 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

48,080

Previous 46,936 2.44%

Holding current value

$1.5 Million

Previous $1.5 Million 6.15%

% of portfolio

0.46%

Previous 0.52%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$29.0 - $31.6 $33,176 - $36,150	1,144 Added 2.44%	48,080 $1.4 Million
Q3 2024 Nov 07, 2024	SELL	$28.69 - $32.06 $1,032 - $1,154	-36 Reduced 0.08%	46,936 $1.5 Million
Q2 2024 Aug 06, 2024	SELL	$28.93 - $30.91 $26,760 - $28,591	-925 Reduced 1.93%	46,972 $1.39 Million
Q1 2024 May 02, 2024	BUY	$27.74 - $30.27 $34,647 - $37,807	1,249 Added 2.68%	47,897 $1.45 Million
Q4 2023 Feb 12, 2024	BUY	$24.88 - $28.69 $79,665 - $91,865	3,202 Added 7.37%	46,648 $1.34 Million
Q3 2023 Nov 09, 2023	BUY	$26.0 - $28.17 $45,526 - $49,325	1,751 Added 4.2%	43,446 $1.13 Million
Q2 2023 Aug 01, 2023	BUY	$26.46 - $28.05 $339,534 - $359,937	12,832 Added 44.46%	41,695 $1.14 Million
Q1 2023 Apr 13, 2023	BUY	$25.21 - $27.45 $44,420 - $48,366	1,762 Added 6.5%	28,863 $778,000
Q4 2022 Feb 10, 2023	BUY	$21.47 - $25.85 $102,605 - $123,537	4,779 Added 21.41%	27,101 $679,000
Q3 2022 Nov 14, 2022	BUY	$21.44 - $25.78 $34,089 - $40,990	1,590 Added 7.67%	22,322 $481,000
Q2 2022 Aug 12, 2022	BUY	$23.87 - $28.49 $31,890 - $38,062	1,336 Added 6.89%	20,732 $500,000
Q1 2022 Jun 08, 2022	BUY	$25.94 - $30.08 $1,063 - $1,233	41 Added 0.21%	19,396 $546,000
Q4 2021 Feb 14, 2022	BUY	$28.27 - $30.4 $103,863 - $111,689	3,674 Added 23.43%	19,355 $572,000
Q3 2021 Nov 03, 2021	BUY	$28.39 - $30.41 $3,321 - $3,557	117 Added 0.75%	15,681 $453,000
Q2 2021 Aug 09, 2021	SELL	$28.24 - $30.33 $4,603 - $4,943	-163 Reduced 1.04%	15,564 $455,000
Q1 2021 May 11, 2021	BUY	$26.33 - $28.4 $414,091 - $446,646	15,727 New	15,727 $438,000

Others Institutions Holding DFAI

# of Institutions

602

Shares Held

229M

Call Options Held

3.7K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Us Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.

Account

Us Advisors Wealth Management, LLC Dimensional ETF Tr Transaction History