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 21,106 shares of DFAX stock, worth $670,115. This represents 0.04% of its overall portfolio holdings.

Number of Shares
21,106
Previous 25,674 17.79%
Holding current value
$670,115
Previous $692 Million 7.24%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Aug 14, 2025
SELL
$23.37 - $29.39 $106,754 - $134,253
-4,568 Reduced 17.79%
21,106 $642 Million
Q1 2025

Apr 30, 2025
SELL
$24.45 - $27.2 $112,738 - $125,419
-4,611 Reduced 15.23%
25,674 $692 Million
Q4 2024

Jan 16, 2025
BUY
$24.76 - $27.04 $5,546 - $6,056
224 Added 0.75%
30,285 $743 Million
Q3 2024

Oct 25, 2024
SELL
$24.29 - $27.25 $18,921 - $21,227
-779 Reduced 2.53%
30,061 $782 Million
Q2 2024

Aug 08, 2024
BUY
$24.57 - $26.36 $757,738 - $812,942
30,840 New
30,840 $749 Million

Others Institutions Holding DFAX

# of Institutions
653
Shares Held
254M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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