Forvis Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Forvis Wealth Advisors, LLC

$4.41 Billion
Q2 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 257,910 shares of DFAX stock, worth $8.11 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

257,910

Previous 340,783 24.32%

Holding current value

$8.11 Million

Previous $8.93 Million 15.17%

% of portfolio

0.17%

Previous 0.22%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$23.37 - $29.39 $1.94 Million - $2.44 Million	-82,873 Reduced 24.32%	257,910 $7.57 Million
Q1 2025 May 13, 2025	SELL	$24.45 - $27.2 $4.17 Million - $4.64 Million	-170,573 Reduced 33.36%	340,783 $8.93 Million
Q4 2024 Feb 03, 2025	SELL	$24.76 - $27.04 $696,771 - $760,932	-28,141 Reduced 5.22%	511,356 $12.7 Million
Q3 2024 Nov 14, 2024	SELL	$24.29 - $27.25 $387,595 - $434,828	-15,957 Reduced 2.87%	539,497 $14.6 Million
Q2 2024 Aug 09, 2024	BUY	$24.57 - $26.36 $455,699 - $488,898	18,547 Added 3.45%	555,454 $14.1 Million
Q1 2024 Apr 19, 2024	BUY	$23.42 - $25.45 $1.35 Million - $1.47 Million	57,855 Added 12.08%	536,907 $13.7 Million
Q4 2023 Jan 11, 2024	BUY	$21.44 - $24.42 $909,870 - $1.04 Million	42,438 Added 9.72%	479,052 $11.7 Million
Q3 2023 Oct 25, 2023	BUY	$22.41 - $24.35 $909,778 - $988,536	40,597 Added 10.25%	436,614 $9.83 Million
Q2 2023 Aug 08, 2023	BUY	$22.56 - $24.03 $864,408 - $920,733	38,316 Added 10.71%	396,017 $9.23 Million
Q1 2023 Apr 26, 2023	BUY	$21.74 - $23.72 $1.26 Million - $1.38 Million	57,989 Added 19.35%	357,701 $8.25 Million
Q4 2022 Feb 02, 2023	BUY	$18.81 - $22.36 $875,549 - $1.04 Million	46,547 Added 18.39%	299,712 $6.47 Million
Q3 2022 Oct 13, 2022	BUY	$18.89 - $22.64 $585,136 - $701,296	30,976 Added 13.94%	253,165 $4.78 Million
Q2 2022 Jul 22, 2022	BUY	$21.22 - $25.37 $4.41 Million - $5.27 Million	207,853 Added 1449.87%	222,189 $4.76 Million
Q4 2021 Jan 14, 2022	BUY	$25.17 - $26.82 $201 - $214	8 Added 0.06%	14,336 $374,000
Q3 2021 Oct 14, 2021	BUY	$25.83 - $27.21 $370,092 - $389,864	14,328 New	14,328 $371,000

Others Institutions Holding DFAX

# of Institutions

658

Shares Held

255M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Forvis Wealth Advisors, LLC Dimensional ETF Tr Transaction History