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 712,319 shares of DFAX stock, worth $21.3 Million. This represents 15.57% of its overall portfolio holdings.

Number of Shares
712,319
Previous 684,175 4.11%
Holding current value
$21.3 Million
Previous $17.9 Billion 16.71%
% of portfolio
15.57%
Previous 15.0%

Shares

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

Jul 22, 2025
BUY
$23.37 - $29.39 $657,725 - $827,152
28,144 Added 4.11%
712,319 $20.9 Billion
Q1 2025

Apr 16, 2025
BUY
$24.45 - $27.2 $166,724 - $185,476
6,819 Added 1.01%
684,175 $17.9 Billion
Q4 2024

Jan 29, 2025
BUY
$24.76 - $27.04 $16.8 Million - $18.3 Million
677,356 New
677,356 $16.8 Billion

Others Institutions Holding DFAX

# of Institutions
637
Shares Held
243M
Call Options Held
6.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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