Diversify Wealth Management, LLC Dimensional ETF Tr Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 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 513,154 shares of DFAI stock, worth $18.9 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
513,154
Previous 562,023 8.7%
Holding current value
$18.9 Million
Previous $18.2 Billion 0.19%
% of portfolio
1.12%
Previous 1.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
681
Shares Held
255M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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