Clearstead Advisors, LLC Dimensional ETF Tr Transaction History

Clearstead Advisors, LLC

$6.3 Billion
Q1 2025

A detailed history of Clearstead Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 2,603,751 shares of DFAI stock, worth $88.1 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

2,603,751

Previous 2,517,712 3.42%

Holding current value

$88.1 Million

Previous $73.5 Million 10.61%

% of portfolio

1.29%

Previous 1.14%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$28.88 - $32.4 $2.48 Million - $2.79 Million	86,039 Added 3.42%	2,603,751 $81.3 Million
Q4 2024 Feb 10, 2025	BUY	$29.0 - $31.6 $4.52 Million - $4.93 Million	155,974 Added 6.6%	2,517,712 $73.5 Million
Q3 2024 Nov 13, 2024	BUY	$28.69 - $32.06 $14.1 Million - $15.8 Million	492,748 Added 26.36%	2,361,738 $75.1 Million
Q2 2024 Aug 09, 2024	BUY	$28.93 - $30.91 $53.6 Million - $57.3 Million	1,853,508 Added 11972.02%	1,868,990 $55.5 Million
Q1 2024 May 14, 2024	BUY	$27.74 - $30.27 $18,696 - $20,401	674 Added 4.55%	15,482 $467,000
Q4 2023 Feb 12, 2024	BUY	$24.88 - $28.69 $24,880 - $28,690	1,000 Added 7.24%	14,808 $424,000
Q3 2023 Nov 07, 2023	BUY	$26.0 - $28.17 $73,944 - $80,115	2,844 Added 25.94%	13,808 $360,000
Q2 2023 Aug 07, 2023	BUY	$26.46 - $28.05 $75,331 - $79,858	2,847 Added 35.07%	10,964 $299,000
Q1 2023 May 09, 2023	BUY	$25.21 - $27.45 $65,394 - $71,205	2,594 Added 46.97%	8,117 $218,000
Q4 2022 Feb 14, 2023	BUY	$21.47 - $25.85 $118,578 - $142,769	5,523 New	5,523 $138,000

Others Institutions Holding DFAI

# of Institutions

645

Shares Held

235M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Clearstead Advisors, LLC Dimensional ETF Tr Transaction History