Wr Wealth Planners, LLC Dimensional ETF Tr Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 174 shares of DFAX stock, worth $5,569. This represents 0.0% of its overall portfolio holdings.

Number of Shares

174

Previous 174 -0.0%

Holding current value

$5,569

Previous $4,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jul 31, 2024	BUY	$23.42 - $25.45 $4,075 - $4,428	174 New	174 $4,000
Q3 2023 Aug 01, 2024	SELL	$22.41 - $24.35 $6,073 - $6,598	-271 Reduced 60.9%	174 $3.92 Million
Q2 2023 Aug 01, 2024	BUY	$22.56 - $24.03 $6,113 - $6,512	271 Added 155.75%	445 $10.4 Million
Q1 2023 Aug 01, 2024	BUY	$21.74 - $23.72 $5,804 - $6,333	267 Added 153.45%	441 $10.2 Million
Q4 2022 Oct 10, 2024	BUY	$18.81 - $22.36 $93,560 - $111,218	4,974 Added 4.33%	119,850 $2.59 Billion

Q3 2022 Oct 10, 2024	BUY	$18.89 - $22.64 $2.17 Million - $2.6 Million	114,702 Added 65920.69%	114,876 $2.17 Billion
Q2 2022 Oct 17, 2024	BUY	$21.22 - $25.37 $232,125 - $277,522	10,939 Added 10.66%	113,536 $2.43 Billion
Q1 2022 Oct 17, 2024	BUY	$23.26 - $26.72 $2.38 Million - $2.74 Million	102,423 Added 58863.79%	102,597 $2.56 Billion

Others Institutions Holding DFAX

# of Institutions

665

Shares Held

257M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Wr Wealth Planners, LLC Dimensional ETF Tr Transaction History