A detailed history of Joel Adams & Associates, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 13,037 shares of DFAX stock, worth $412,099. This represents 0.33% of its overall portfolio holdings.

Number of Shares
13,037
Previous 12,971 0.51%
Holding current value
$412,099
Previous $381 Million 7.39%
% of portfolio
0.33%
Previous 0.34%

Shares

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

Nov 06, 2025

BUY
$29.25 - $31.56 $1,930 - $2,082
66 Added 0.51%
13,037 $409 Million
Q2 2025

Jul 25, 2025

BUY
$23.37 - $29.39 $46,436 - $58,397
1,987 Added 18.09%
12,971 $381 Million
Q1 2025

Apr 22, 2025

BUY
$24.45 - $27.2 $684 - $761
28 Added 0.26%
10,984 $288 Million
Q4 2024

Jan 31, 2025

BUY
$24.76 - $27.04 $271,270 - $296,250
10,956 New
10,956 $272 Million

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Joel Adams & Associates, Inc. Portfolio

Follow Joel Adams & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Joel Adams & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Joel Adams & Associates, Inc. with notifications on news.