Investment Planning Advisors, Inc. Dimensional ETF Tr Transaction History

Investment Planning Advisors, Inc.

  • $273 Million
  • Q3 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 37,627 shares of DFAX stock, worth $1.2 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
37,627
Previous 33,803 11.31%
Holding current value
$1.2 Million
Previous $992,000 18.95%
% of portfolio
0.43%
Previous 0.49%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$29.25 - $31.56 $111,852 - $120,685
3,824 Added 11.31%
37,627 $1.18 Million
Q2 2025

Jul 21, 2025
BUY
$23.37 - $29.39 $39,355 - $49,492
1,684 Added 5.24%
33,803 $992,000
Q1 2025

Apr 22, 2025
BUY
$24.45 - $27.2 $80,685 - $89,760
3,300 Added 11.45%
32,119 $841,000
Q4 2024

Jan 22, 2025
BUY
$24.76 - $27.04 $130,138 - $142,122
5,256 Added 22.31%
28,819 $716,000
Q2 2024

Jul 22, 2024
BUY
$24.57 - $26.36 $578,942 - $621,120
23,563 New
23,563 $599 Million

Others Institutions Holding DFAX

# of Institutions
666
Shares Held
257M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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