Ledgewood Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Ledgewood Wealth Advisors, LLC

$155 Billion
Q1 2025

A detailed history of Ledgewood Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ledgewood Wealth Advisors, LLC holds 158,497 shares of DFAE stock, worth $4.12 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares

158,497

Previous 172,884 8.32%

Holding current value

$4.12 Million

Previous $4.39 Billion 6.44%

% of portfolio

2.65%

Previous 2.83%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$24.64 - $26.86 $354,495 - $386,434	-14,387 Reduced 8.32%	158,497 $4.1 Billion
Q4 2024 Apr 10, 2025	BUY	$25.36 - $28.15 $4.38 Million - $4.87 Million	172,884 New	172,884 $4.39 Billion
Q3 2024 Apr 15, 2025	BUY	$24.46 - $27.82 $411,050 - $467,515	16,805 Added 11.32%	165,312 $4.53 Billion
Q2 2024 Apr 15, 2025	BUY	$24.03 - $26.3 $328,802 - $359,862	13,683 Added 10.15%	148,507 $3.84 Billion
Q1 2024 Apr 15, 2025	BUY	$22.74 - $24.88 $42,091 - $46,052	1,851 Added 1.39%	134,824 $3.33 Billion
Q4 2023 Apr 15, 2025	SELL	$21.63 - $24.11 $863,274 - $962,254	-39,911 Reduced 23.09%	132,973 $3.21 Billion

Others Institutions Holding DFAE

# of Institutions

549

Shares Held

171M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Ledgewood Wealth Advisors, LLC Dimensional ETF Tr Transaction History