Exencial Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Exencial Wealth Advisors, LLC

$2.66 Billion
Q4 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 482,405 shares of DFAR stock, worth $11.4 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

482,405

Previous 491,274 1.81%

Holding current value

$11.4 Million

Previous $12.6 Million 10.88%

% of portfolio

0.42%

Previous 0.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$22.72 - $25.76 $201,503 - $228,465	-8,869 Reduced 1.81%	482,405 $11.2 Million
Q3 2024 Oct 31, 2024	BUY	$21.91 - $26.03 $14,570 - $17,309	665 Added 0.14%	491,274 $12.6 Million
Q2 2024 Aug 12, 2024	BUY	$20.41 - $22.23 $1.31 Million - $1.43 Million	64,295 Added 15.08%	490,609 $10.8 Million
Q1 2024 May 10, 2024	BUY	$21.28 - $22.96 $8.81 Million - $9.5 Million	413,848 Added 3319.81%	426,314 $9.54 Million
Q4 2023 Feb 13, 2024	BUY	$18.45 - $23.08 $229,997 - $287,715	12,466 New	12,466 $283,000
Q3 2022 Nov 08, 2022	BUY	$20.34 - $25.89 $240,886 - $306,615	11,843 New	11,843 $243,000

Others Institutions Holding DFAR

# of Institutions

242

Shares Held

40.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Exencial Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History