Valued Wealth Advisors LLC Dimensional ETF Tr Transaction History

Valued Wealth Advisors LLC

  • $160 Billion
  • Q4 2024

A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 743,261 shares of DFAU stock, worth $31.3 Million. This represents 18.85% of its overall portfolio holdings.

Number of Shares
743,261
Previous 741,116 0.29%
Holding current value
$31.3 Million
Previous $29.4 Billion 2.31%
% of portfolio
18.85%
Previous 19.07%

Shares

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

Jan 22, 2025
BUY
$39.27 - $42.38 $84,234 - $90,905
2,145 Added 0.29%
743,261 $30.1 Billion
Q3 2024

Oct 28, 2024
SELL
$35.8 - $39.69 $898,758 - $996,417
-25,105 Reduced 3.28%
741,116 $29.4 Billion
Q2 2024

Jul 16, 2024
BUY
$34.53 - $37.67 $624,095 - $680,847
18,074 Added 2.42%
766,221 $28.7 Billion
Q1 2024

Apr 30, 2024
BUY
$32.59 - $36.54 $3.41 Million - $3.82 Million
104,617 Added 16.26%
748,147 $27.3 Billion
Q4 2023

Jan 05, 2024
BUY
$28.58 - $33.37 $18.4 Million - $21.5 Million
643,530 New
643,530 $19.3 Billion

Others Institutions Holding DFAU

# of Institutions
418
Shares Held
109M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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