Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$4.91 Billion
Q3 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 10,185 shares of DFAX stock, worth $326,021. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,185

Previous 10,165 0.2%

Holding current value

$326,021

Previous $298,000 7.05%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$29.25 - $31.56 $585 - $631	20 Added 0.2%	10,185 $319,000
Q2 2025 Jul 21, 2025	BUY	$23.37 - $29.39 $981 - $1,234	42 Added 0.41%	10,165 $298,000
Q1 2025 May 08, 2025	SELL	$24.45 - $27.2 $55,036 - $61,227	-2,251 Reduced 18.19%	10,123 $265,000
Q4 2024 Jan 21, 2025	BUY	$24.76 - $27.04 $306,380 - $334,592	12,374 New	12,374 $307,000
Q1 2024 May 06, 2024	BUY	$23.42 - $25.45 $184,502 - $200,495	7,878 New	7,878 $200,000

Others Institutions Holding DFAX

# of Institutions

666

Shares Held

257M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr Transaction History