Balanced Rock Investment Advisor Dimensional ETF Tr Transaction History

Balanced Rock Investment Advisor

  • $127 Billion
  • Q2 2025

A detailed history of Balanced Rock Investment Advisor transactions in Dimensional ETF Tr stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 25,892 shares of DFAI stock, worth $945,058. This represents 0.7% of its overall portfolio holdings.

Number of Shares
25,892
Previous 19,635 31.87%
Holding current value
$945,058
Previous $613 Million 45.97%
% of portfolio
0.7%
Previous 0.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$28.02 - $34.71 $175,321 - $217,180
6,257 Added 31.87%
25,892 $895 Million
Q1 2025

May 12, 2025
BUY
$28.88 - $32.4 $41,731 - $46,818
1,445 Added 7.94%
19,635 $613 Million
Q4 2024

Feb 13, 2025
BUY
$29.0 - $31.6 $527,510 - $574,804
18,190 New
18,190 $531 Million

Others Institutions Holding DFAI

# of Institutions
693
Shares Held
258M
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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