Financial Consulate, Inc Dimensional ETF Tr Transaction History

Financial Consulate, Inc

$678 Million
Q3 2025

A detailed history of Financial Consulate, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Consulate, Inc holds 2,413 shares of DFAX stock, worth $75,888. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,413

Holding current value

$75,888

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$29.25 - $31.56 $70,580 - $76,154	2,413 New	2,413 $75,000

Others Institutions Holding DFAX

# of Institutions

658

Shares Held

255M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$353 Million
3.18% of portfolio
Lpl Financial LLC Fort Mill, SC

8.02M
Shares

$252 Million
0.08% of portfolio
Envestnet Asset Management Inc

7.62M
Shares

$240 Million
0.07% of portfolio
Geometric Wealth Advisors

7M
Shares

$220 Million
33.48% of portfolio
Allworth Financial LP

6.28M
Shares

$198 Million
0.92% of portfolio

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About DIMENSIONAL ETF TR

Ticker DFAX

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Financial Consulate, Inc Dimensional ETF Tr Transaction History