Ae Wealth Management LLC Dimensional ETF Tr Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 707,996 shares of DFAI stock, worth $26.3 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

707,996

Previous 740,189 4.35%

Holding current value

$26.3 Million

Previous $25.6 Million 0.57%

% of portfolio

0.19%

Previous 0.22%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$34.05 - $36.55 $1.1 Million - $1.18 Million	-32,193 Reduced 4.35%	707,996 $25.7 Million
Q2 2025 Aug 06, 2025	BUY	$28.02 - $34.71 $2.56 Million - $3.17 Million	91,264 Added 14.06%	740,189 $25.6 Million
Q1 2025 May 06, 2025	BUY	$28.88 - $32.4 $1.21 Million - $1.36 Million	41,854 Added 6.89%	648,925 $20.3 Million
Q4 2024 Feb 13, 2025	BUY	$29.0 - $31.6 $2.11 Million - $2.3 Million	72,638 Added 13.59%	607,071 $17.7 Million
Q3 2024 Nov 14, 2024	BUY	$28.69 - $32.06 $1.52 Million - $1.7 Million	52,947 Added 11.0%	534,433 $17 Million

Q2 2024 Aug 12, 2024	BUY	$28.93 - $30.91 $11,166 - $11,931	386 Added 0.08%	481,486 $14.3 Million
Q1 2024 May 15, 2024	BUY	$27.74 - $30.27 $1.19 Million - $1.3 Million	43,032 Added 9.82%	481,100 $14.5 Million
Q4 2023 Feb 14, 2024	BUY	$24.88 - $28.69 $1.52 Million - $1.75 Million	61,042 Added 16.19%	438,068 $12.5 Million
Q3 2023 Oct 11, 2023	BUY	$26.0 - $28.17 $1.88 Million - $2.03 Million	72,213 Added 23.69%	377,026 $9.84 Million
Q2 2023 Jul 10, 2023	BUY	$26.46 - $28.05 $2.09 Million - $2.21 Million	78,813 Added 34.87%	304,813 $8.33 Million
Q1 2023 Apr 14, 2023	BUY	$25.21 - $27.45 $1.23 Million - $1.34 Million	48,960 Added 27.65%	226,000 $6.09 Million
Q4 2022 Jan 31, 2023	BUY	$21.47 - $25.85 $758,148 - $912,815	35,312 Added 24.92%	177,040 $4.43 Million
Q3 2022 Oct 25, 2022	BUY	$21.44 - $25.78 $708,527 - $851,951	33,047 Added 30.41%	141,728 $3.06 Million
Q2 2022 Aug 03, 2022	BUY	$23.87 - $28.49 $888,823 - $1.06 Million	37,236 Added 52.12%	108,681 $2.62 Million
Q1 2022 Apr 18, 2022	BUY	$25.94 - $30.08 $1.85 Million - $2.15 Million	71,445 New	71,445 $2.01 Million

Others Institutions Holding DFAI

# of Institutions

712

Shares Held

283M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
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Ae Wealth Management LLC Dimensional ETF Tr Transaction History