Disciplined Investors, L.L.C. Dimensional ETF Tr Transaction History

Disciplined Investors, L.L.C.

$104 Billion
Q4 2024

A detailed history of Disciplined Investors, L.L.C. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Disciplined Investors, L.L.C. holds 30,581 shares of DFAX stock, worth $795,411. This represents 0.72% of its overall portfolio holdings.

Number of Shares

30,581

Holding current value

$795,411

% of portfolio

0.72%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$24.76 - $27.04 $757,185 - $826,910	30,581 New	30,581 $748 Million

Others Institutions Holding DFAX

# of Institutions

553

Shares Held

240M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$292 Million
3.18% of portfolio
Envestnet Asset Management Inc

9.09M
Shares

$237 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

7.58M
Shares

$197 Million
0.08% of portfolio
Geometric Wealth Advisors

7.56M
Shares

$197 Million
35.57% of portfolio
Commonwealth Equity Services, LLC

6.03M
Shares

$157 Million
0.22% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Disciplined Investors, L.L.C. Dimensional ETF Tr Transaction History