Delap Wealth Advisory, LLC Dimensional ETF Tr Dimensional Transaction History

Delap Wealth Advisory, LLC

$208 Billion
Q2 2025

A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 59,449 shares of DFIC stock, worth $1.95 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

59,449

Previous 12,895 361.02%

Holding current value

$1.95 Million

Previous $358 Million 416.14%

% of portfolio

0.89%

Previous 0.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$24.94 - $31.15 $1.16 Million - $1.45 Million	46,554 Added 361.02%	59,449 $1.85 Billion
Q1 2025 May 08, 2025	BUY	$25.54 - $28.79 $30,188 - $34,029	1,182 Added 10.09%	12,895 $358 Million
Q4 2024 Feb 04, 2025	BUY	$25.61 - $28.0 $3,943 - $4,312	154 Added 1.33%	11,713 $303 Million
Q3 2024 Nov 12, 2024	SELL	$25.36 - $28.37 $855,976 - $957,572	-33,753 Reduced 74.49%	11,559 $325 Million
Q2 2024 Aug 13, 2024	BUY	$25.73 - $27.44 $937,729 - $1 Million	36,445 Added 411.02%	45,312 $1.19 Billion
Q1 2024 May 14, 2024	BUY	$24.62 - $26.83 $218,305 - $237,901	8,867 New	8,867 $237 Million

Others Institutions Holding DFIC

# of Institutions

513

Shares Held

297M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Delap Wealth Advisory, LLC Dimensional ETF Tr Dimensional Transaction History