Lauterbach Financial Advisors, LLC Dimensional ETF Tr Transaction History

Lauterbach Financial Advisors, LLC

$174 Million
Q2 2025

A detailed history of Lauterbach Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 458,844 shares of DFAX stock, worth $14.4 Million. This represents 7.75% of its overall portfolio holdings.

Number of Shares

458,844

Previous 461,089 0.49%

Holding current value

$14.4 Million

Previous $12.1 Million 11.56%

% of portfolio

7.75%

Previous 7.87%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$23.37 - $29.39 $52,465 - $65,980	-2,245 Reduced 0.49%	458,844 $13.5 Million
Q1 2025 May 05, 2025	SELL	$24.45 - $27.2 $71,907 - $79,995	-2,941 Reduced 0.63%	461,089 $12.1 Million
Q4 2024 Feb 07, 2025	SELL	$24.76 - $27.04 $11,736 - $12,816	-474 Reduced 0.1%	464,030 $11.5 Million
Q3 2024 Nov 01, 2024	BUY	$24.29 - $27.25 $46,831 - $52,538	1,928 Added 0.42%	464,504 $12.5 Million
Q2 2024 Aug 12, 2024	SELL	$24.57 - $26.36 $82,604 - $88,622	-3,362 Reduced 0.72%	462,576 $11.8 Million
Q1 2024 May 08, 2024	SELL	$23.42 - $25.45 $422,707 - $459,347	-18,049 Reduced 3.73%	465,938 $11.9 Million
Q4 2023 Jan 18, 2024	SELL	$21.44 - $24.42 $48,218 - $54,920	-2,249 Reduced 0.46%	483,987 $11.8 Million
Q3 2023 Oct 30, 2023	BUY	$22.41 - $24.35 $66,849 - $72,636	2,983 Added 0.62%	486,236 $11 Million
Q2 2023 Aug 02, 2023	BUY	$22.56 - $24.03 $795,871 - $847,730	35,278 Added 7.87%	483,253 $11.3 Million
Q1 2023 May 01, 2023	SELL	$21.74 - $23.72 $73,133 - $79,794	-3,364 Reduced 0.75%	447,975 $10.3 Million
Q4 2022 Jan 26, 2023	SELL	$18.81 - $22.36 $570,018 - $677,597	-30,304 Reduced 6.29%	451,339 $0
Q3 2022 Oct 28, 2022	BUY	$18.89 - $22.64 $180,229 - $216,008	9,541 Added 2.02%	481,643 $9.1 Million
Q2 2022 Jul 29, 2022	BUY	$21.22 - $25.37 $176,783 - $211,357	8,331 Added 1.8%	472,102 $10.1 Million
Q1 2022 May 11, 2022	BUY	$23.26 - $26.72 $126,860 - $145,730	5,454 Added 1.19%	463,771 $11.6 Million
Q4 2021 Feb 08, 2022	BUY	$25.17 - $26.82 $11.5 Million - $12.3 Million	458,317 New	458,317 $12 Million

Others Institutions Holding DFAX

# of Institutions

657

Shares Held

253M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Lauterbach Financial Advisors, LLC Dimensional ETF Tr Transaction History