Financial Advocates Investment Management Dimensional ETF Tr Transaction History

Financial Advocates Investment Management

$1.18 Billion
Q2 2025

A detailed history of Financial Advocates Investment Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Advocates Investment Management holds 8,065 shares of DFAI stock, worth $286,952. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,065

Previous 7,966 1.24%

Holding current value

$286,952

Previous $248,000 12.1%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$28.02 - $34.71 $2,773 - $3,436	99 Added 1.24%	8,065 $278,000
Q1 2025 Apr 28, 2025	BUY	$28.88 - $32.4 $230,058 - $258,098	7,966 New	7,966 $248,000
Q3 2024 Oct 25, 2024	BUY	$28.69 - $32.06 $1,778 - $1,987	62 Added 0.69%	9,040 $287,000
Q2 2024 Jul 26, 2024	SELL	$28.93 - $30.91 $11.3 Million - $12.1 Million	-391,458 Reduced 97.76%	8,978 $266,000
Q1 2024 May 01, 2024	SELL	$27.74 - $30.27 $637,798 - $695,967	-22,992 Reduced 5.43%	400,436 $12.1 Million
Q4 2023 Feb 08, 2024	SELL	$24.88 - $28.69 $1.63 Million - $1.88 Million	-65,693 Reduced 13.43%	423,428 $12.1 Million
Q3 2023 Oct 27, 2023	BUY	$26.0 - $28.17 $512,538 - $555,315	19,713 Added 4.2%	489,121 $12.8 Million
Q2 2023 Aug 07, 2023	BUY	$26.46 - $28.05 $944,754 - $1 Million	35,705 Added 8.23%	469,408 $12.8 Million
Q1 2023 May 11, 2023	BUY	$25.21 - $27.45 $620,947 - $676,120	24,631 Added 6.02%	433,703 $11.7 Million
Q4 2022 Feb 14, 2023	BUY	$21.47 - $25.85 $920,290 - $1.11 Million	42,864 Added 11.7%	409,072 $10.2 Million
Q3 2022 Nov 14, 2022	BUY	$21.44 - $25.78 $2.41 Million - $2.9 Million	112,422 Added 44.3%	366,208 $7.9 Million
Q2 2022 Aug 12, 2022	BUY	$23.87 - $28.49 $6.06 Million - $7.23 Million	253,786 New	253,786 $6.13 Million

Others Institutions Holding DFAI

# of Institutions

679

Shares Held

250M

Call Options Held

500

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
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Financial Advocates Investment Management Dimensional ETF Tr Transaction History