Diversified Portfolios, Inc. Dimensional ETF Tr Transaction History

Diversified Portfolios, Inc.

$851 Million
Q2 2025

A detailed history of Diversified Portfolios, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 734,397 shares of DFAE stock, worth $23.6 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares

734,397

Previous 706,140 4.0%

Holding current value

$23.6 Million

Previous $18.3 Million 16.3%

% of portfolio

2.5%

Previous 2.35%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$22.87 - $28.95 $646,237 - $818,040	28,257 Added 4.0%	734,397 $21.3 Million
Q1 2025 Apr 22, 2025	SELL	$24.64 - $26.86 $16,213 - $17,673	-658 Reduced 0.09%	706,140 $18.3 Million
Q4 2024 Jan 29, 2025	BUY	$25.36 - $28.15 $644,194 - $715,066	25,402 Added 3.73%	706,798 $17.9 Million
Q3 2024 Nov 06, 2024	BUY	$24.46 - $27.82 $434,140 - $493,777	17,749 Added 2.67%	681,396 $18.7 Million
Q2 2024 Jul 22, 2024	SELL	$24.03 - $26.3 $147,424 - $161,350	-6,135 Reduced 0.92%	663,647 $17.2 Million
Q1 2024 May 07, 2024	BUY	$22.74 - $24.88 $61,261 - $67,026	2,694 Added 0.4%	669,782 $16.6 Million
Q4 2023 Jan 30, 2024	SELL	$21.63 - $24.11 $120,933 - $134,799	-5,591 Reduced 0.83%	667,088 $16.1 Million
Q3 2023 Nov 02, 2023	BUY	$22.43 - $24.83 $377,766 - $418,186	16,842 Added 2.57%	672,679 $15.2 Million
Q2 2023 Aug 09, 2023	BUY	$22.38 - $24.3 $153,392 - $166,552	6,854 Added 1.06%	655,837 $15.4 Million
Q1 2023 May 02, 2023	SELL	$21.78 - $24.36 $188,418 - $210,738	-8,651 Reduced 1.32%	648,983 $14.9 Million
Q4 2022 Jan 24, 2023	BUY	$19.67 - $22.73 $7.8 Million - $9.01 Million	396,289 Added 151.63%	657,634 $0
Q3 2022 Nov 07, 2022	BUY	$20.09 - $23.68 $3.04 Million - $3.58 Million	151,143 Added 137.15%	261,345 $5.25 Million
Q2 2022 Aug 09, 2022	BUY	$22.9 - $27.06 $651,298 - $769,613	28,441 Added 34.79%	110,202 $2.55 Million
Q1 2022 May 12, 2022	BUY	$24.29 - $28.31 $281,691 - $328,311	11,597 Added 16.53%	81,761 $2.15 Million
Q4 2021 Jan 31, 2022	BUY	$26.45 - $28.31 $231,358 - $247,627	8,747 Added 14.24%	70,164 $1.92 Million
Q3 2021 Nov 15, 2021	BUY	$26.95 - $29.48 $1.43 Million - $1.57 Million	53,144 Added 642.38%	61,417 $1.67 Million
Q2 2021 Aug 03, 2021	BUY	$27.87 - $30.1 $230,568 - $249,017	8,273 New	8,273 $245,000

Others Institutions Holding DFAE

# of Institutions

605

Shares Held

174M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversified Portfolios, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Diversified Portfolios, Inc. with notifications on news.

Account

Diversified Portfolios, Inc. Dimensional ETF Tr Transaction History