Wealthsource Partners, LLC Dimensional ETF Tr Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthsource Partners, LLC holds 336,505 shares of DFAU stock, worth $14 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
336,505
Previous 343,568 2.06%
Holding current value
$14 Million
Previous $10.3 Million 8.74%
% of portfolio
0.74%
Previous 0.71%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$28.58 - $33.37 $201,860 - $235,692
-7,063 Reduced 2.06%
336,505 $11.2 Million
Q3 2023

Nov 09, 2023
SELL
$29.79 - $32.13 $787,290 - $849,131
-26,428 Reduced 7.14%
343,568 $10.3 Million
Q2 2023

Aug 14, 2023
SELL
$28.25 - $30.99 $267,329 - $293,258
-9,463 Reduced 2.49%
369,996 $11.5 Million
Q1 2023

May 15, 2023
SELL
$26.87 - $29.65 $5,481 - $6,048
-204 Reduced 0.05%
379,459 $10.9 Million
Q4 2022

Feb 09, 2023
BUY
$25.24 - $28.83 $1.4 Million - $1.6 Million
55,618 Added 17.16%
379,663 $10.3 Million
Q3 2022

Nov 14, 2022
SELL
$25.15 - $30.14 $432,454 - $518,257
-17,195 Reduced 5.04%
324,045 $8.15 Million
Q2 2022

Aug 10, 2022
BUY
$25.69 - $31.79 $3.4 Million - $4.21 Million
132,289 Added 63.31%
341,240 $9.02 Million
Q1 2022

May 09, 2022
BUY
$29.18 - $33.24 $16,778 - $19,113
575 Added 0.28%
208,951 $6.59 Million
Q4 2021

Feb 14, 2022
BUY
$30.17 - $33.15 $157,849 - $173,440
5,232 Added 2.58%
208,376 $6.88 Million
Q3 2021

Nov 18, 2021
BUY
$29.64 - $31.67 $122,946 - $131,367
4,148 Added 2.08%
203,144 $6.12 Million
Q2 2021

Nov 18, 2021
BUY
$28.46 - $30.21 $2.95 Million - $3.13 Million
103,504 Added 108.39%
198,996 $6.01 Million
Q1 2021

Jun 21, 2021
BUY
$25.91 - $28.38 $2.47 Million - $2.71 Million
95,492 New
95,492 $2.69 Million

Others Institutions Holding DFAU

# of Institutions
413
Shares Held
108M
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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