Ledgewood Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Ledgewood Wealth Advisors, LLC

$169 Billion
Q3 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 145,771 shares of DFAE stock, worth $4.78 Million. This represents 2.72% of its overall portfolio holdings.

Number of Shares

145,771

Previous 153,083 4.78%

Holding current value

$4.78 Million

Previous $4.43 Billion 3.71%

% of portfolio

2.72%

Previous 2.79%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$28.84 - $31.84 $210,878 - $232,814	-7,312 Reduced 4.78%	145,771 $4.6 Billion
Q2 2025 Jul 18, 2025	SELL	$22.87 - $28.95 $123,818 - $156,735	-5,414 Reduced 3.42%	153,083 $4.43 Billion
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

632

Shares Held

181M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ledgewood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ledgewood Wealth Advisors, LLC with notifications on news.

Account

Ledgewood Wealth Advisors, LLC Dimensional ETF Tr Transaction History