Wealth Architects, LLC Purchases in Q3 2024

Wealth Architects, LLC

  • $848 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
654
+ 7.89%
$28.69 - $32.06 $18.8K - $21K
8.94K $284K
ETN
Eaton Corp PLC

Industrials
16
+ 1.22%
$272.52 - $333.02 $4.36K - $5.33K
1.33K $440K
CRM
Salesforce, Inc.

Technology
25
+ 2.09%
$238.42 - $276.53 $5.96K - $6.91K
1.22K $335K
CMCSA
Comcast Corp

Communication Services
85
+ 1.01%
$37.33 - $41.78 $3.17K - $3.55K
8.52K $355K
L
Loews Corp

Financial Services
75
+ 2.03%
$73.76 - $81.96 $5.53K - $6.15K
3.77K $297K
UNP
Union Pacific Corp

Industrials
3
+ 0.31%
$221.78 - $256.09 $665 - $768
972 $239K
TXN
Texas Instruments Inc

Technology
89
+ 4.07%
$194.6 - $194.6 $17.3K - $17.3K
2.28K $442K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
102
+ 0.21%
$1.2 - $2.17 $122 - $221
48.8K $83K
SYK
Stryker Corp

Healthcare
4
+ 0.6%
$315.94 - $371.96 $1.26K - $1.49K
672 $242K
BAC
Bank Of America Corp

Financial Services
194
+ 0.65%
$36.65 - $44.13 $7.11K - $8.56K
29.8K $1.18M
DFSU
Dimensional ETF Tr Dimen Us Su
19.6K
+ 17.69%
N/A
131K $0
Dimensional ETF Trust
71.4K
+ 16.97%
N/A
492K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
13.6K
+ 17.01%
N/A
93.4K $0
DFSI
Dimensional ETF Tr Dimen Intl
15.4K
+ 24.86%
N/A
77.5K $0
WM
Waste Management Inc

Industrials
2
+ 0.12%
$196.96 - $223.45 $394 - $447
1.73K $359K
FDX
Fedex Corp

Industrials
8
+ 1.1%
$254.64 - $313.52 $2.04K - $2.51K
736 $201K
WFC
Wells Fargo & Company

Financial Services
88
+ 1.07%
$51.58 - $60.97 $4.54K - $5.37K
8.34K $470K
INTU
Intuit Inc

Technology
37
+ 3.0%
$602.97 - $670.49 $22.3K - $24.8K
1.27K $788K
NVDA
Nvidia Corp

Technology
252
+ 0.8%
$98.91 - $134.91 $24.9K - $34K
31.8K $3.86M
CDNS
Cadence Design Systems Inc

Technology
32
+ 2.3%
$246.84 - $321.11 $7.9K - $10.3K
1.42K $385K
QCOM
Qualcomm Inc

Technology
48
+ 2.17%
$156.12 - $209.64 $7.49K - $10.1K
2.26K $384K
ELV
Elevance Health, Inc.

Healthcare
7
+ 0.22%
$500.12 - $562.29 $3.5K - $3.94K
3.12K $1.62M
GOOG
Alphabet Inc.

Communication Services
509
+ 3.34%
$149.54 - $192.66 $76.1K - $98.1K
15.7K $2.63M
Activity Summary
Buys All Purchases 74 New Holdings 7 Increased Positions 67 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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