Zhang Financial LLC Dimensional ETF Tr Transaction History

Zhang Financial LLC

  • $1.87 Billion
  • Q1 2025

A detailed history of Zhang Financial LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Zhang Financial LLC holds 59,287 shares of DFAE stock, worth $1.48 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
59,287
Previous 60,215 1.54%
Holding current value
$1.48 Million
Previous $1.53 Million 0.79%
% of portfolio
0.08%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$24.64 - $26.86 $22,865 - $24,926
-928 Reduced 1.54%
59,287 $1.54 Million
Q4 2024

Jan 16, 2025
BUY
$25.36 - $28.15 $7,455 - $8,276
294 Added 0.49%
60,215 $1.53 Million
Q3 2024

Oct 15, 2024
SELL
$24.46 - $27.82 $113,934 - $129,585
-4,658 Reduced 7.21%
59,921 $1.64 Million
Q2 2024

Jul 19, 2024
SELL
$24.03 - $26.3 $153,719 - $168,241
-6,397 Reduced 9.01%
64,579 $1.67 Million
Q1 2024

Apr 24, 2024
BUY
$22.74 - $24.88 $773 - $845
34 Added 0.05%
70,976 $1.75 Million
Q4 2023

Jan 31, 2024
BUY
$21.63 - $24.11 $480,943 - $536,085
22,235 Added 45.65%
70,942 $1.71 Million
Q3 2023

Oct 11, 2023
SELL
$22.43 - $24.83 $42,011 - $46,506
-1,873 Reduced 3.7%
48,707 $1.1 Million
Q2 2023

Jul 18, 2023
SELL
$22.38 - $24.3 $171,654 - $186,381
-7,670 Reduced 13.17%
50,580 $1.19 Million
Q1 2023

May 10, 2023
SELL
$21.78 - $24.36 $5,161 - $5,773
-237 Reduced 0.41%
58,250 $1.34 Million
Q4 2022

May 17, 2023
BUY
$19.67 - $22.73 $4,661 - $5,387
237 Added 0.41%
58,487 $1.28 Million
Q4 2022

Jan 17, 2023
BUY
$19.67 - $22.73 $860,424 - $994,278
43,743 Added 296.68%
58,487 $1.28 Million
Q3 2022

Oct 18, 2022
BUY
$20.09 - $23.68 $296,206 - $349,137
14,744 New
14,744 $296,000

Others Institutions Holding DFAE

# of Institutions
537
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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