Fonville Wealth Management LLC Dimensional ETF Tr Transaction History

Fonville Wealth Management LLC

$339 Billion
Q1 2025

A detailed history of Fonville Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fonville Wealth Management LLC holds 437,102 shares of DFAI stock, worth $14.7 Million. This represents 4.02% of its overall portfolio holdings.

Number of Shares

437,102

Previous 402,779 8.52%

Holding current value

$14.7 Million

Previous $11.8 Billion 16.09%

% of portfolio

4.02%

Previous 3.88%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$28.88 - $32.4 $991,248 - $1.11 Million	34,323 Added 8.52%	437,102 $13.7 Billion
Q4 2024 Jan 28, 2025	BUY	$29.0 - $31.6 $1.53 Million - $1.67 Million	52,746 Added 15.07%	402,779 $11.8 Billion
Q3 2024 Oct 28, 2024	BUY	$28.69 - $32.06 $535,728 - $598,656	18,673 Added 5.64%	350,033 $11.1 Billion
Q2 2024 Jul 30, 2024	BUY	$28.93 - $30.91 $1.3 Million - $1.39 Million	45,040 Added 15.73%	331,360 $9.83 Billion
Q1 2024 Apr 26, 2024	BUY	$27.74 - $30.27 $1.93 Million - $2.11 Million	69,691 Added 32.17%	286,320 $8.65 Billion
Q4 2023 Jan 31, 2024	BUY	$24.88 - $28.69 $5.39 Million - $6.22 Million	216,629 New	216,629 $6.2 Billion

Others Institutions Holding DFAI

# of Institutions

644

Shares Held

235M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Fonville Wealth Management LLC Dimensional ETF Tr Transaction History