Fin Dec Wealth Services, Inc. Dimensional ETF Tr Transaction History

Fin Dec Wealth Services, Inc.

$101 Billion
Q1 2025

A detailed history of Fin Dec Wealth Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 112,423 shares of DFAE stock, worth $3.06 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares

112,423

Previous 223,814 49.77%

Holding current value

$3.06 Million

Previous $5.68 Billion 48.74%

% of portfolio

2.88%

Previous 3.94%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$24.64 - $26.86 $2.74 Million - $2.99 Million	-111,391 Reduced 49.77%	112,423 $2.91 Billion
Q4 2024 Feb 14, 2025	SELL	$25.36 - $28.15 $545,442 - $605,450	-21,508 Reduced 8.77%	223,814 $5.68 Billion
Q3 2024 Nov 14, 2024	BUY	$24.46 - $27.82 $275,982 - $313,893	11,283 Added 4.82%	245,322 $6.72 Billion
Q2 2024 Jul 17, 2024	BUY	$24.03 - $26.3 $744 - $815	31 Added 0.01%	234,039 $6.05 Billion
Q1 2024 May 13, 2024	BUY	$22.74 - $24.88 $21,170 - $23,163	931 Added 0.4%	234,008 $5.78 Billion
Q4 2023 Feb 07, 2024	BUY	$21.63 - $24.11 $112,540 - $125,444	5,203 Added 2.28%	233,077 $5.62 Billion
Q3 2023 Oct 19, 2023	BUY	$22.43 - $24.83 $78,886 - $87,327	3,517 Added 1.57%	227,874 $5.14 Billion
Q2 2023 Jul 19, 2023	BUY	$22.38 - $24.3 $273,796 - $297,286	12,234 Added 5.77%	224,357 $5.26 Billion
Q1 2023 May 10, 2023	BUY	$21.78 - $24.36 $889,473 - $994,838	40,839 Added 23.84%	212,123 $4.88 Billion
Q4 2022 Jan 25, 2023	BUY	$19.67 - $22.73 $3.37 Million - $3.89 Million	171,284 New	171,284 $3.76 Billion

Others Institutions Holding DFAE

# of Institutions

565

Shares Held

162M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Fin Dec Wealth Services, Inc. Dimensional ETF Tr Transaction History