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 $21.2 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

503,594

Previous 746,408 32.53%

Holding current value

$21.2 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

505

Shares Held

134M

Call Options Held

30.6K

Put Options Held

700

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Forvis Wealth Advisors, LLC Dimensional ETF Tr Transaction History