Forvis Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Forvis Wealth Advisors, LLC

$4 Billion
Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 503,594 shares of DFAU stock, worth $20.3 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

503,594

Previous 746,408 32.53%

Holding current value

$20.3 Million

Previous $30.2 Million 35.95%

% of portfolio

0.48%

Previous 0.72%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$37.84 - $42.29 $9.19 Million - $10.3 Million	-242,814 Reduced 32.53%	503,594 $19.4 Million
Q4 2024 Feb 03, 2025	SELL	$39.27 - $42.38 $1.14 Million - $1.23 Million	-29,013 Reduced 3.74%	746,408 $30.2 Million
Q3 2024 Nov 14, 2024	SELL	$35.8 - $39.69 $584,041 - $647,502	-16,314 Reduced 2.06%	775,421 $30.8 Million
Q2 2024 Aug 09, 2024	BUY	$34.53 - $37.67 $575,856 - $628,222	16,677 Added 2.15%	791,735 $29.7 Million
Q1 2024 Apr 19, 2024	BUY	$32.59 - $36.54 $1.88 Million - $2.11 Million	57,668 Added 8.04%	775,058 $28.3 Million
Q4 2023 Jan 11, 2024	BUY	$28.58 - $33.37 $1.31 Million - $1.53 Million	45,828 Added 6.82%	717,390 $23.9 Million
Q3 2023 Oct 25, 2023	BUY	$29.79 - $32.13 $1.78 Million - $1.92 Million	59,689 Added 9.76%	671,562 $20.1 Million
Q2 2023 Aug 08, 2023	BUY	$28.25 - $30.99 $2.07 Million - $2.27 Million	73,346 Added 13.62%	611,873 $19 Million
Q1 2023 Apr 26, 2023	BUY	$26.87 - $29.65 $3.09 Million - $3.41 Million	115,023 Added 27.16%	538,527 $15.5 Million
Q4 2022 Feb 02, 2023	BUY	$25.24 - $28.83 $2.51 Million - $2.86 Million	99,318 Added 30.64%	423,504 $11.4 Million
Q3 2022 Oct 13, 2022	BUY	$25.15 - $30.14 $1.69 Million - $2.02 Million	67,043 Added 26.07%	324,186 $8.15 Million
Q2 2022 Jul 22, 2022	BUY	$25.69 - $31.79 $6.61 Million - $8.17 Million	257,143 New	257,143 $6.8 Million

Others Institutions Holding DFAU

# of Institutions

503

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Account

Forvis Wealth Advisors, LLC Dimensional ETF Tr Transaction History