West Financial Advisors, LLC Dimensional ETF Tr Transaction History

West Financial Advisors, LLC

$518 Million
Q4 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 927,328 shares of DFAE stock, worth $24.7 Million. This represents 4.54% of its overall portfolio holdings.

Number of Shares

927,328

Previous 911,339 1.75%

Holding current value

$24.7 Million

Previous $25 Million 5.85%

% of portfolio

4.54%

Previous 4.83%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$25.36 - $28.15 $405,481 - $450,090	15,989 Added 1.75%	927,328 $23.5 Million
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

536

Shares Held

168M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of West Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Financial Advisors, LLC with notifications on news.

Account

West Financial Advisors, LLC Dimensional ETF Tr Transaction History