Optivise Advisory Services LLC Dimensional ETF Tr Transaction History

Optivise Advisory Services LLC

  • $196 Billion
  • Q2 2025

A detailed history of Optivise Advisory Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 11,379 shares of DFAI stock, worth $407,595. This represents 0.2% of its overall portfolio holdings.

Number of Shares
11,379
Previous 9,185 23.89%
Holding current value
$407,595
Previous $287 Million 37.14%
% of portfolio
0.2%
Previous 0.16%

Shares

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

Aug 05, 2025
BUY
$28.02 - $34.71 $61,475 - $76,153
2,194 Added 23.89%
11,379 $393 Million
Q3 2024

Nov 12, 2024
BUY
$28.69 - $32.06 $263,517 - $294,471
9,185 New
9,185 $292 Million

Others Institutions Holding DFAI

# of Institutions
682
Shares Held
255M
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
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