Atlas Wealth LLC Dimensional ETF Tr Transaction History

Atlas Wealth LLC

$180 Million
Q2 2025

A detailed history of Atlas Wealth LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Atlas Wealth LLC holds 7,619 shares of DFAX stock, worth $227,731. This represents 0.12% of its overall portfolio holdings.

Number of Shares

7,619

Holding current value

$227,731

% of portfolio

0.12%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 05, 2025	BUY	$23.37 - $29.39 $178,056 - $223,922	7,619 New	7,619 $223,000
Q3 2024 Nov 14, 2024	BUY	$24.29 - $27.25 $185,065 - $207,617	7,619 New	7,619 $206 Million

Others Institutions Holding DFAX

# of Institutions

637

Shares Held

244M

Call Options Held

6.8K

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$336 Million
3.18% of portfolio
Lpl Financial LLC Fort Mill, SC

7.84M
Shares

$234 Million
0.08% of portfolio
Envestnet Asset Management Inc

7.62M
Shares

$228 Million
0.07% of portfolio
Geometric Wealth Advisors

7M
Shares

$209 Million
33.48% of portfolio
Monograph Wealth Advisors, LLC

5.54M
Shares

$166 Million
21.04% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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