Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Ae Wealth Management LLC

$11.7 Billion
Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ae Wealth Management LLC holds 172,471 shares of DFAR stock, worth $3.99 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

172,471

Previous 150,987 14.23%

Holding current value

$3.99 Million

Previous $3.59 Million 12.76%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$20.99 - $23.93 $450,949 - $514,112	21,484 Added 14.23%	172,471 $4.05 Million
Q1 2025 May 06, 2025	BUY	$22.35 - $24.52 $279,844 - $307,014	12,521 Added 9.04%	150,987 $3.59 Million
Q4 2024 Feb 13, 2025	BUY	$22.72 - $25.76 $67,955 - $77,048	2,991 Added 2.21%	138,466 $3.22 Million
Q3 2024 Nov 14, 2024	BUY	$21.91 - $26.03 $236,233 - $280,655	10,782 Added 8.65%	135,475 $3.47 Million
Q2 2024 Aug 12, 2024	BUY	$20.41 - $22.23 $195,813 - $213,274	9,594 Added 8.34%	124,693 $2.76 Million
Q1 2024 May 15, 2024	SELL	$21.28 - $22.96 $9.24 Million - $9.97 Million	-434,121 Reduced 79.04%	115,099 $2.57 Million
Q4 2023 Feb 14, 2024	BUY	$18.45 - $23.08 $2.53 Million - $3.16 Million	137,031 Added 33.24%	549,220 $12.5 Million
Q3 2023 Oct 11, 2023	BUY	$19.26 - $22.35 $627,298 - $727,939	32,570 Added 8.58%	412,189 $8.05 Million
Q2 2023 Jul 10, 2023	BUY	$20.22 - $21.63 $609,329 - $651,820	30,135 Added 8.62%	379,619 $8.17 Million
Q1 2023 Apr 14, 2023	BUY	$19.83 - $23.92 $5.99 Million - $7.22 Million	302,009 Added 636.14%	349,484 $7.51 Million
Q4 2022 Jan 31, 2023	BUY	$19.45 - $22.52 $247,773 - $286,882	12,739 Added 36.67%	47,475 $1 Million
Q3 2022 Oct 25, 2022	BUY	$20.34 - $25.89 $143,702 - $182,912	7,065 Added 25.53%	34,736 $714,000
Q2 2022 Aug 03, 2022	BUY	$21.92 - $28.24 $606,548 - $781,429	27,671 New	27,671 $639,000

Others Institutions Holding DFAR

# of Institutions

272

Shares Held

43.1M

Call Options Held

27.2K

Put Options Held

10K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account

Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History