Fin Dec Wealth Services, Inc. Dimensional ETF Tr Transaction History

Fin Dec Wealth Services, Inc.

  • $96.6 Billion
  • Q3 2025

A detailed history of Fin Dec Wealth Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 233,916 shares of DFAI stock, worth $8.68 Million. This represents 8.8% of its overall portfolio holdings.

Number of Shares
233,916
Previous 244,461 4.31%
Holding current value
$8.68 Million
Previous $8.45 Billion 0.61%
% of portfolio
8.8%
Previous 8.84%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$34.05 - $36.55 $359,057 - $385,419
-10,545 Reduced 4.31%
233,916 $8.5 Billion
Q2 2025

Jul 24, 2025
SELL
$28.02 - $34.71 $925,052 - $1.15 Million
-33,014 Reduced 11.9%
244,461 $8.45 Billion
Q1 2025

May 15, 2025
BUY
$28.88 - $32.4 $4.75 Million - $5.33 Million
164,467 Added 145.54%
277,475 $8.67 Billion
Q4 2024

Feb 14, 2025
SELL
$29.0 - $31.6 $132,965 - $144,886
-4,585 Reduced 3.9%
113,008 $3.3 Billion
Q3 2024

Nov 14, 2024
BUY
$28.69 - $32.06 $111,202 - $124,264
3,876 Added 3.41%
117,593 $3.74 Billion
Q2 2024

Jul 17, 2024
BUY
$28.93 - $30.91 $10,964 - $11,714
379 Added 0.33%
113,717 $3.37 Billion
Q1 2024

May 13, 2024
SELL
$27.74 - $30.27 $26,463 - $28,877
-954 Reduced 0.83%
113,338 $3.43 Billion
Q4 2023

Feb 07, 2024
BUY
$24.88 - $28.69 $50,406 - $58,125
2,026 Added 1.8%
114,292 $3.27 Billion
Q3 2023

Oct 19, 2023
BUY
$26.0 - $28.17 $32,058 - $34,733
1,233 Added 1.11%
112,266 $2.93 Billion
Q2 2023

Jul 19, 2023
BUY
$26.46 - $28.05 $162,199 - $171,946
6,130 Added 5.84%
111,033 $3.03 Billion
Q1 2023

May 10, 2023
SELL
$25.21 - $27.45 $67,109 - $73,071
-2,662 Reduced 2.47%
104,903 $2.83 Billion
Q4 2022

Jan 25, 2023
BUY
$21.47 - $25.85 $2.31 Million - $2.78 Million
107,565 New
107,565 $2.69 Billion

Others Institutions Holding DFAI

# of Institutions
711
Shares Held
283M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Fin Dec Wealth Services, Inc. Portfolio

Follow Fin Dec Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fin Dec Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fin Dec Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email