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 $4,482. This represents 0.0% of its overall portfolio holdings.

Number of Shares

174

Previous 174 -0.0%

Holding current value

$4,482

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

534

Shares Held

234M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Dimensional ETF Tr Transaction History