M Wealth Management, LLC Dimensional ETF Tr Transaction History

M Wealth Management, LLC

  • $108 Billion
  • Q2 2025

A detailed history of M Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, M Wealth Management, LLC holds 581,137 shares of DFAU stock, worth $25.4 Million. This represents 22.7% of its overall portfolio holdings.

Number of Shares
581,137
Previous 581,830 0.12%
Holding current value
$25.4 Million
Previous $22.4 Billion 10.07%
% of portfolio
22.7%
Previous 20.84%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$34.04 - $42.36 $23,589 - $29,355
-693 Reduced 0.12%
581,137 $24.6 Billion
Q1 2025

May 14, 2025
SELL
$37.84 - $42.29 $2.84 Million - $3.18 Million
-75,159 Reduced 11.44%
581,830 $22.4 Billion
Q4 2024

Jan 23, 2025
BUY
$39.27 - $42.38 $25.8 Million - $27.8 Million
656,989 New
656,989 $26.6 Billion

Others Institutions Holding DFAU

# of Institutions
528
Shares Held
140M
Call Options Held
30.6K
Put Options Held
700
View Full List

About DIMENSIONAL ETF TR

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