Better Wealth, LLC Dimensional ETF Tr Transaction History

Better Wealth, LLC

$324 Million
Q1 2025

A detailed history of Better Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Better Wealth, LLC holds 1,794,893 shares of DFAX stock, worth $48.3 Million. This represents 14.51% of its overall portfolio holdings.

Number of Shares

1,794,893

Previous 1,754,718 2.29%

Holding current value

$48.3 Million

Previous $43.6 Million 7.8%

% of portfolio

14.51%

Previous 12.23%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$24.45 - $27.2 $982,278 - $1.09 Million	40,175 Added 2.29%	1,794,893 $47 Million
Q4 2024 Jan 22, 2025	BUY	$24.76 - $27.04 $20.6 Million - $22.5 Million	832,926 Added 90.36%	1,754,718 $43.6 Million
Q3 2024 Oct 22, 2024	BUY	$24.29 - $27.25 $104,252 - $116,957	4,292 Added 0.47%	921,792 $24.9 Million
Q2 2024 Jul 19, 2024	SELL	$24.57 - $26.36 $595,552 - $638,940	-24,239 Reduced 2.57%	917,500 $23.3 Million
Q1 2024 Apr 19, 2024	BUY	$23.42 - $25.45 $328,114 - $356,554	14,010 Added 1.51%	941,739 $24 Million
Q4 2023 Jan 23, 2024	BUY	$21.44 - $24.42 $2.09 Million - $2.38 Million	97,575 Added 11.75%	927,729 $22.7 Million
Q3 2023 Oct 23, 2023	SELL	$22.41 - $24.35 $41,525 - $45,120	-1,853 Reduced 0.22%	830,154 $18.7 Million
Q2 2023 Jul 24, 2023	BUY	$22.56 - $24.03 $177,050 - $188,587	7,848 Added 0.95%	832,007 $19.4 Million
Q1 2023 Apr 19, 2023	SELL	$21.74 - $23.72 $97,808 - $106,716	-4,499 Reduced 0.54%	824,159 $19 Million
Q4 2022 Jan 23, 2023	BUY	$18.81 - $22.36 $219,004 - $260,337	11,643 Added 1.43%	828,658 $0
Q3 2022 Oct 28, 2022	BUY	$18.89 - $22.64 $159,714 - $191,421	8,455 Added 1.05%	817,015 $15.4 Million
Q2 2022 Jul 29, 2022	BUY	$21.22 - $25.37 $17.2 Million - $20.5 Million	808,560 New	808,560 $17.3 Million
Q1 2022 May 02, 2022	SELL	$23.26 - $26.72 $18 Million - $20.7 Million	-775,203 Closed	0 $0
Q4 2021 Mar 03, 2022	BUY	$25.17 - $26.82 $19.5 Million - $20.8 Million	775,203 New	775,203 $20.2 Million

Others Institutions Holding DFAX

# of Institutions

588

Shares Held

245M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

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

News

Stay updated on Better Wealth, LLC with notifications on news.

Account

Better Wealth, LLC Dimensional ETF Tr Transaction History