Valeo Financial Advisors, LLC Dimensional ETF Tr Transaction History

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 22,996 shares of DFAE stock, worth $588,927. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,996
Previous 21,940 4.81%
Holding current value
$588,927
Previous $601,000 3.0%
% of portfolio
0.01%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$25.36 - $28.15 $26,780 - $29,726
1,056 Added 4.81%
22,996 $583,000
Q3 2024

Oct 10, 2024
SELL
$24.46 - $27.82 $57,383 - $65,265
-2,346 Reduced 9.66%
21,940 $601,000
Q2 2024

Jul 10, 2024
BUY
$24.03 - $26.3 $15,907 - $17,410
662 Added 2.8%
24,286 $628,000
Q1 2024

Apr 19, 2024
BUY
$22.74 - $24.88 $195,859 - $214,291
8,613 Added 57.38%
23,624 $583,000
Q3 2023

Oct 19, 2023
BUY
$22.43 - $24.83 $25,211 - $27,908
1,124 Added 8.09%
15,011 $338,000
Q2 2023

Jul 14, 2023
BUY
$22.38 - $24.3 $21,238 - $23,060
949 Added 7.33%
13,887 $325,000
Q1 2023

Apr 17, 2023
BUY
$21.78 - $24.36 $281,789 - $315,169
12,938 New
12,938 $297,000

Others Institutions Holding DFAE

# of Institutions
487
Shares Held
147M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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