Diversify Wealth Management, LLC Dimensional ETF Tr Transaction History

Diversify Wealth Management, LLC

$1.73 Trillion
Q3 2025

A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 470,294 shares of DFAI stock, worth $17.4 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

470,294

Previous 513,154 8.35%

Holding current value

$17.4 Million

Previous $18.2 Billion 5.3%

% of portfolio

0.99%

Previous 1.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$34.05 - $36.55 $1.46 Million - $1.57 Million	-42,860 Reduced 8.35%	470,294 $17.2 Billion
Q2 2025 Aug 14, 2025	SELL	$28.02 - $34.71 $1.37 Million - $1.7 Million	-48,869 Reduced 8.7%	513,154 $18.2 Billion
Q1 2025 Apr 30, 2025	SELL	$28.88 - $32.4 $962,050 - $1.08 Million	-33,312 Reduced 5.6%	562,023 $18.2 Billion
Q4 2024 Jan 16, 2025	BUY	$29.0 - $31.6 $417,977 - $455,450	14,413 Added 2.48%	595,335 $17.2 Billion
Q3 2024 Oct 25, 2024	BUY	$28.69 - $32.06 $498,058 - $556,561	17,360 Added 3.08%	580,922 $17.7 Billion
Q2 2024 Aug 08, 2024	BUY	$28.93 - $30.91 $16.3 Million - $17.4 Million	563,562 New	563,562 $16.2 Billion

Others Institutions Holding DFAI

# of Institutions

711

Shares Held

283M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

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Diversify Wealth Management, LLC Dimensional ETF Tr Transaction History