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 1,195,351 shares of DFAU stock, worth $55 Million. This represents 3.26% of its overall portfolio holdings.

Number of Shares
1,195,351
Previous 1,216,176 1.71%
Holding current value
$55 Million
Previous $46.2 Billion 14.19%
% of portfolio
3.26%
Previous 3.43%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$34.04 - $42.36 $708,883 - $882,147
-20,825 Reduced 1.71%
1,195,351 $52.7 Billion
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
531
Shares Held
139M
Call Options Held
58.3K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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