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 1,119,298 shares of DFAU stock, worth $51.4 Million. This represents 3.02% of its overall portfolio holdings.

Number of Shares

1,119,298

Previous 1,195,351 6.36%

Holding current value

$51.4 Million

Previous $52.7 Billion 0.86%

% of portfolio

3.02%

Previous 3.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$42.42 - $45.96 $3.23 Million - $3.5 Million	-76,053 Reduced 6.36%	1,119,298 $52.3 Billion
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

546

Shares Held

149M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Diversify Wealth Management, LLC Dimensional ETF Tr Transaction History