Bsw Wealth Partners Dimensional ETF Tr Transaction History

Bsw Wealth Partners

$788 Million
Q3 2025

A detailed history of Bsw Wealth Partners transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bsw Wealth Partners holds 5,774 shares of DFAI stock, worth $210,751. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,774

Holding current value

$210,751

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 15, 2025	BUY	$34.05 - $36.55 $196,604 - $211,039	5,774 New	5,774 $209,000

Others Institutions Holding DFAI

# of Institutions

698

Shares Held

262M

Call Options Held

Put Options Held

Prudential Financial Inc Newark, NJ

16.1M
Shares

$588 Million
0.75% of portfolio
Envestnet Asset Management Inc

9.25M
Shares

$338 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

7.55M
Shares

$276 Million
0.02% of portfolio
Wiley Bros. Aintree Capital, LLC

7.21M
Shares

$263 Million
1.99% of portfolio
Sym Financial Corp

6.61M
Shares

$241 Million
25.8% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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