West Financial Advisors, LLC Dimensional ETF Tr Transaction History

West Financial Advisors, LLC

$518 Million
Q3 2024

A detailed history of West Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, West Financial Advisors, LLC holds 911,339 shares of DFAE stock, worth $22.6 Million. This represents 4.83% of its overall portfolio holdings.

Number of Shares

911,339

Previous 898,719 1.4%

Holding current value

$22.6 Million

Previous $23.2 Million 7.44%

% of portfolio

4.83%

Previous 4.83%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$24.46 - $27.82 $308,685 - $351,088	12,620 Added 1.4%	911,339 $25 Million
Q2 2024 Jul 15, 2024	BUY	$24.03 - $26.3 $582,174 - $637,170	24,227 Added 2.77%	898,719 $23.2 Million
Q1 2024 Apr 11, 2024	BUY	$22.74 - $24.88 $306,808 - $335,680	13,492 Added 1.57%	874,492 $21.6 Million
Q4 2023 Jan 11, 2024	BUY	$21.63 - $24.11 $142,649 - $159,005	6,595 Added 0.77%	861,000 $20.8 Million
Q3 2023 Oct 10, 2023	BUY	$22.43 - $24.83 $487,045 - $539,158	21,714 Added 2.61%	854,405 $19.3 Million
Q2 2023 Jul 07, 2023	BUY	$22.38 - $24.3 $6.8 Million - $7.38 Million	303,666 Added 57.4%	832,691 $19.5 Million
Q1 2023 Apr 18, 2023	BUY	$21.78 - $24.36 $1.92 Million - $2.15 Million	88,149 Added 19.99%	529,025 $12.2 Million
Q4 2022 Jan 10, 2023	SELL	$19.67 - $22.73 $4.54 Million - $5.24 Million	-230,601 Reduced 34.34%	440,876 $0
Q3 2022 Oct 11, 2022	BUY	$20.09 - $23.68 $1.47 Million - $1.73 Million	72,934 Added 12.19%	671,477 $13.5 Million
Q2 2022 Jul 14, 2022	BUY	$22.9 - $27.06 $13.4 Million - $15.8 Million	584,785 Added 4250.51%	598,543 $13.9 Million
Q1 2022 Apr 18, 2022	BUY	$24.29 - $28.31 $334,181 - $389,488	13,758 New	13,758 $361,000

Others Institutions Holding DFAE

# of Institutions

474

Shares Held

141M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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West Financial Advisors, LLC Dimensional ETF Tr Transaction History