Delap Wealth Advisory, LLC Dimensional ETF Tr Transaction History

Delap Wealth Advisory, LLC

$208 Billion
Q2 2025

A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 14,181 shares of DFAE stock, worth $422,168. This represents 0.2% of its overall portfolio holdings.

Number of Shares

14,181

Holding current value

$422,168

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 28, 2025	BUY	$22.87 - $28.95 $324,319 - $410,539	14,181 New	14,181 $411 Million

Others Institutions Holding DFAE

# of Institutions

591

Shares Held

169M

Call Options Held

Put Options Held

Retirement Systems Of Alabama

12.7M
Shares

$377 Million
1.34% of portfolio
Mather Group, Llc. Chicago, IL

12.1M
Shares

$361 Million
3.78% of portfolio
Ubs Group Ag

6.14M
Shares

$183 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

4.73M
Shares

$141 Million
0.01% of portfolio
Mariner, LLC Overland Park, KS

3.76M
Shares

$112 Million
0.17% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Delap Wealth Advisory, LLC Dimensional ETF Tr Transaction History