Financial Alternatives, Inc Dimensional ETF Tr Transaction History

Financial Alternatives, Inc

$154 Billion
Q2 2025

A detailed history of Financial Alternatives, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Alternatives, Inc holds 238,923 shares of DFAE stock, worth $7.61 Million. This represents 4.5% of its overall portfolio holdings.

Number of Shares

238,923

Previous 230,165 3.81%

Holding current value

$7.61 Million

Previous $5.96 Billion 16.07%

% of portfolio

4.5%

Previous 4.25%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$22.87 - $28.95 $200,295 - $253,544	8,758 Added 3.81%	238,923 $6.92 Billion
Q1 2025 May 02, 2025	SELL	$24.64 - $26.86 $213,776 - $233,037	-8,676 Reduced 3.63%	230,165 $5.96 Billion
Q4 2024 Feb 13, 2025	BUY	$25.36 - $28.15 $133,774 - $148,491	5,275 Added 2.26%	238,841 $6.06 Billion
Q3 2024 Nov 14, 2024	SELL	$24.46 - $27.82 $82,748 - $94,115	-3,383 Reduced 1.43%	233,566 $6.4 Billion
Q2 2024 Aug 07, 2024	BUY	$24.03 - $26.3 $131,035 - $143,413	5,453 Added 2.36%	236,949 $6.13 Billion
Q1 2024 May 10, 2024	BUY	$22.74 - $24.88 $229,378 - $250,964	10,087 Added 4.56%	231,496 $5.72 Billion
Q4 2023 Feb 13, 2024	BUY	$21.63 - $24.11 $130,883 - $145,889	6,051 Added 2.81%	221,409 $5.34 Billion
Q3 2023 Nov 13, 2023	BUY	$22.43 - $24.83 $91,805 - $101,629	4,093 Added 1.94%	215,358 $4.86 Billion
Q2 2023 Aug 11, 2023	BUY	$22.38 - $24.3 $423,966 - $460,339	18,944 Added 9.85%	211,265 $4.96 Billion
Q1 2023 May 05, 2023	BUY	$21.78 - $24.36 $60,374 - $67,525	2,772 Added 1.46%	192,321 $4.43 Billion
Q4 2022 Mar 10, 2023	BUY	$19.67 - $22.73 $3.73 Million - $4.31 Million	189,549 New	189,549 $4.16 Billion

Others Institutions Holding DFAE

# of Institutions

611

Shares Held

176M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Financial Alternatives, Inc Dimensional ETF Tr Transaction History