Diversify Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Diversify Wealth Management, LLC

$1.62 Trillion
Q2 2025

A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 238,937 shares of DFAR stock, worth $5.7 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

238,937

Previous 278,425 14.18%

Holding current value

$5.7 Million

Previous $6.45 Billion 14.59%

% of portfolio

0.34%

Previous 0.48%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$20.99 - $23.93 $828,853 - $944,947	-39,488 Reduced 14.18%	238,937 $5.51 Billion
Q1 2025 Apr 30, 2025	SELL	$22.35 - $24.52 $1.03 Million - $1.12 Million	-45,863 Reduced 14.14%	278,425 $6.45 Billion
Q4 2024 Jan 16, 2025	SELL	$22.72 - $25.76 $108,465 - $122,978	-4,774 Reduced 1.45%	324,288 $7.25 Billion
Q3 2024 Oct 25, 2024	SELL	$21.91 - $26.03 $35,735 - $42,454	-1,631 Reduced 0.49%	329,062 $8.38 Billion
Q2 2024 Aug 08, 2024	BUY	$20.41 - $22.23 $6.75 Million - $7.35 Million	330,693 New	330,693 $7.71 Billion

Others Institutions Holding DFAR

# of Institutions

278

Shares Held

44M

Call Options Held

9.6K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Diversify Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History