Daner Wealth Management, LLC Dimensional ETF Tr Transaction History

Daner Wealth Management, LLC

  • $150 Million
  • Q3 2025

A detailed history of Daner Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Daner Wealth Management, LLC holds 118,306 shares of DFAE stock, worth $3.77 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares
118,306
Previous 117,722 0.5%
Holding current value
$3.77 Million
Previous $3.54 Billion 99.89%
% of portfolio
2.49%
Previous 2.44%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$28.84 - $31.84 $16,842 - $18,594
584 Added 0.5%
118,306 $3.73 Million
Q2 2025

Aug 13, 2025
SELL
$22.87 - $28.95 $143,509 - $181,661
-6,275 Reduced 5.06%
117,722 $3.54 Billion
Q4 2024

Feb 04, 2025
BUY
$25.36 - $28.15 $3.14 Million - $3.49 Million
123,997 New
123,997 $3.21 Billion

Others Institutions Holding DFAE

# of Institutions
606
Shares Held
175M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
Track This Portfolio

Track Daner Wealth Management, LLC Portfolio

Follow Daner Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Daner Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email