Planwiser Financial, LLC Dimensional ETF Tr Transaction History

Planwiser Financial, LLC

  • $126 Billion
  • Q3 2025

A detailed history of Planwiser Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Planwiser Financial, LLC holds 93,693 shares of DFAI stock, worth $3.48 Million. This represents 2.72% of its overall portfolio holdings.

Number of Shares
93,693
Previous 196,158 52.24%
Holding current value
$3.48 Million
Previous $6.8 Billion 49.55%
% of portfolio
2.72%
Previous 5.8%

Shares

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

Nov 12, 2025
SELL
$34.05 - $36.55 $3.49 Million - $3.75 Million
-102,465 Reduced 52.24%
93,693 $3.43 Billion
Q2 2025

Aug 13, 2025
BUY
$28.02 - $34.71 $2.95 Million - $3.65 Million
105,111 Added 115.45%
196,158 $6.8 Billion
Q1 2025

May 08, 2025
BUY
$28.88 - $32.4 $2.63 Million - $2.95 Million
91,047 New
91,047 $2.98 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
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