Diversify Wealth Management, LLC Dimensional ETF Tr Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 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 1,216,176 shares of DFAU stock, worth $53.2 Million. This represents 3.43% of its overall portfolio holdings.

Number of Shares
1,216,176
Previous 1,204,295 0.99%
Holding current value
$53.2 Million
Previous $48.4 Billion 4.55%
% of portfolio
3.43%
Previous 3.77%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$37.84 - $42.29 $449,577 - $502,447
11,881 Added 0.99%
1,216,176 $46.2 Billion
Q4 2024

Jan 16, 2025
SELL
$39.27 - $42.38 $1.82 Million - $1.96 Million
-46,233 Reduced 3.7%
1,204,295 $48.4 Billion
Q3 2024

Oct 25, 2024
BUY
$35.8 - $39.69 $1.37 Million - $1.52 Million
38,363 Added 3.16%
1,250,528 $49.9 Billion
Q2 2024

Aug 08, 2024
BUY
$34.53 - $37.67 $41.9 Million - $45.7 Million
1,212,165 New
1,212,165 $43.4 Billion

Others Institutions Holding DFAU

# of Institutions
518
Shares Held
140M
Call Options Held
30.6K
Put Options Held
700
View Full List

About DIMENSIONAL ETF TR

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