Jpl Wealth Management, LLC Dimensional ETF Tr Transaction History

Jpl Wealth Management, LLC

$421 Billion
Q3 2025

A detailed history of Jpl Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 119,330 shares of DFAI stock, worth $4.43 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

119,330

Previous 114,825 3.92%

Holding current value

$4.43 Million

Previous $3.97 Billion 9.27%

% of portfolio

1.03%

Previous 1.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$34.05 - $36.55 $153,395 - $164,657	4,505 Added 3.92%	119,330 $4.34 Billion
Q2 2025 Aug 14, 2025	BUY	$28.02 - $34.71 $159,293 - $197,326	5,685 Added 5.21%	114,825 $3.97 Billion
Q1 2025 May 13, 2025	BUY	$28.88 - $32.4 $1.09 Million - $1.23 Million	37,832 Added 53.05%	109,140 $3.41 Billion
Q1 2025 May 06, 2025	SELL	$28.88 - $32.4 $826,458 - $927,190	-28,617 Reduced 28.64%	71,308 $2.15 Billion
Q4 2024 Feb 10, 2025	BUY	$29.0 - $31.6 $1.05 Million - $1.15 Million	36,349 Added 57.17%	99,925 $2.92 Billion
Q2 2024 Jul 31, 2024	BUY	$28.93 - $30.91 $253,600 - $270,957	8,766 Added 15.99%	63,576 $1.89 Billion
Q1 2024 May 10, 2024	BUY	$27.74 - $30.27 $1.52 Million - $1.66 Million	54,810 New	54,810 $1.66 Billion

Others Institutions Holding DFAI

# of Institutions

711

Shares Held

283M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Jpl Wealth Management, LLC Dimensional ETF Tr Transaction History