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 716,169 shares of DFAU stock, worth $28.6 Million. This represents 8.11% of its overall portfolio holdings.

Number of Shares

716,169

Previous 666,973 7.38%

Holding current value

$28.6 Million

Previous $27 Billion 1.93%

% of portfolio

8.11%

Previous 8.92%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$37.84 - $42.29 $1.86 Million - $2.08 Million	49,196 Added 7.38%	716,169 $27.5 Billion
Q4 2024 Jan 28, 2025	BUY	$39.27 - $42.38 $2.24 Million - $2.42 Million	57,093 Added 9.36%	666,973 $27 Billion
Q3 2024 Oct 28, 2024	BUY	$35.8 - $39.69 $803,566 - $890,881	22,446 Added 3.82%	609,880 $24.2 Billion
Q2 2024 Jul 30, 2024	BUY	$34.53 - $37.67 $2.63 Million - $2.87 Million	76,109 Added 14.88%	587,434 $22 Billion
Q1 2024 Apr 26, 2024	BUY	$32.59 - $36.54 $2.97 Million - $3.33 Million	91,016 Added 21.65%	511,325 $18.7 Billion
Q4 2023 Jan 31, 2024	BUY	$28.58 - $33.37 $12 Million - $14 Million	420,309 New	420,309 $14 Billion

Others Institutions Holding DFAU

# of Institutions

502

Shares Held

133M

Call Options Held

30.6K

Put Options Held

700

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Fonville Wealth Management LLC Dimensional ETF Tr Transaction History