David Wealth Management LLC Dimensional ETF Tr Transaction History

David Wealth Management LLC

  • $134 Billion
  • Q2 2025

A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, David Wealth Management LLC holds 41,685 shares of DFAI stock, worth $1.52 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
41,685
Previous 43,017 3.1%
Holding current value
$1.52 Million
Previous $1.34 Billion 7.27%
% of portfolio
1.07%
Previous 1.12%

Shares

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

Jul 22, 2025
SELL
$28.02 - $34.71 $37,322 - $46,233
-1,332 Reduced 3.1%
41,685 $1.44 Billion
Q1 2025

Apr 16, 2025
BUY
$28.88 - $32.4 $4,216 - $4,730
146 Added 0.34%
43,017 $1.34 Billion
Q4 2024

Jan 29, 2025
BUY
$29.0 - $31.6 $1.24 Million - $1.35 Million
42,871 New
42,871 $1.25 Billion

Others Institutions Holding DFAI

# of Institutions
686
Shares Held
256M
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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