Aprio Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Aprio Wealth Management, LLC

$1.27 Billion
Q4 2025

A detailed history of Aprio Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 148,299 shares of DFAR stock, worth $3.47 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

148,299

Previous 143,207 3.56%

Holding current value

$3.47 Million

Previous $3.42 Million 1.73%

% of portfolio

0.27%

Previous 0.38%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	BUY	$23.07 - $24.16 $117,472 - $123,022	5,092 Added 3.56%	148,299 $3.47 Million
Q3 2025 Nov 12, 2025	SELL	$22.9 - $24.1 $12.5 Million - $13.2 Million	-546,577 Reduced 79.24%	143,207 $3.42 Million
Q2 2025 Aug 14, 2025	BUY	$20.99 - $23.93 $2.91 Million - $3.32 Million	138,632 Added 25.15%	689,784 $16.2 Million
Q1 2025 May 15, 2025	BUY	$22.35 - $24.52 $3.99 Million - $4.38 Million	178,433 Added 47.87%	551,152 $13.1 Million
Q4 2024 Jan 10, 2025	BUY	$22.72 - $25.76 $1.85 Million - $2.1 Million	81,516 Added 27.99%	372,719 $8.67 Million

Q3 2024 Oct 07, 2024	BUY	$21.91 - $26.03 $2.87 Million - $3.41 Million	130,992 Added 81.76%	291,203 $7.47 Million
Q2 2024 Jul 10, 2024	BUY	$20.41 - $22.23 $3.27 Million - $3.56 Million	160,211 New	160,211 $3.54 Million

Others Institutions Holding DFAR

# of Institutions

288

Shares Held

46.3M

Call Options Held

Put Options Held

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 Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Account

Aprio Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History