Herold Advisors, Inc. Dimensional ETF Tr Transaction History

Herold Advisors, Inc.

$455 Million
Q2 2025

A detailed history of Herold Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Herold Advisors, Inc. holds 113,893 shares of DFAX stock, worth $3.58 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

113,893

Previous 126,896 10.25%

Holding current value

$3.58 Million

Previous $3.32 Million 0.63%

% of portfolio

0.73%

Previous 0.76%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$23.37 - $29.39 $303,880 - $382,158	-13,003 Reduced 10.25%	113,893 $3.35 Million
Q1 2025 May 13, 2025	BUY	$24.45 - $27.2 $94,254 - $104,856	3,855 Added 3.13%	126,896 $3.32 Million
Q4 2024 Feb 14, 2025	BUY	$24.76 - $27.04 $19,808 - $21,632	800 Added 0.65%	123,041 $3.06 Million
Q3 2024 Nov 14, 2024	BUY	$24.29 - $27.25 $12,873 - $14,442	530 Added 0.44%	122,241 $3.3 Million
Q2 2024 Jul 24, 2024	BUY	$24.57 - $26.36 $39,705 - $42,597	1,616 Added 1.35%	121,711 $3.09 Million
Q1 2024 May 10, 2024	BUY	$23.42 - $25.45 $109,605 - $119,106	4,680 Added 4.05%	120,095 $3.06 Million
Q4 2023 Feb 02, 2024	BUY	$21.44 - $24.42 $2.47 Million - $2.82 Million	115,415 New	115,415 $2.82 Million

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

More about DFAX

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Herold Advisors, Inc. Dimensional ETF Tr Transaction History