Wealthpoint, LLC Dimensional ETF Tr Transaction History

Wealthpoint, LLC

  • $247 Million
  • Q3 2023

A detailed history of Wealthpoint, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthpoint, LLC holds 12,440 shares of DFAX stock, worth $398,204. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,440
Previous 12,440 -0.0%
Holding current value
$398,204
Previous $289,000 3.11%
% of portfolio
0.11%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$22.56 - $24.03 $7,805 - $8,314
-346 Reduced 2.71%
12,440 $289,000
Q1 2023

Apr 20, 2023
BUY
$21.74 - $23.72 $8,109 - $8,847
373 Added 3.0%
12,786 $294,000
Q2 2022

Jul 18, 2022
BUY
$21.22 - $25.37 $263,403 - $314,917
12,413 New
12,413 $266,000
Q1 2022

Apr 27, 2022
SELL
$23.26 - $26.72 $295,355 - $339,290
-12,698 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$25.17 - $26.82 $7,047 - $7,509
280 Added 2.25%
12,698 $332,000
Q3 2021

Nov 01, 2021
BUY
$25.83 - $27.21 $320,756 - $337,893
12,418 New
12,418 $321,000

Others Institutions Holding DFAX

# of Institutions
666
Shares Held
257M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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