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 310,067 shares of DFAI stock, worth $10.6 Million. This represents 6.25% of its overall portfolio holdings.

Number of Shares

310,067

Previous 339,729 8.73%

Holding current value

$10.6 Million

Previous $9.92 Billion 2.39%

% of portfolio

6.25%

Previous 6.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$28.88 - $32.4 $856,638 - $961,048	-29,662 Reduced 8.73%	310,067 $9.68 Billion
Q4 2024 Apr 10, 2025	BUY	$29.0 - $31.6 $9.85 Million - $10.7 Million	339,729 New	339,729 $9.92 Billion
Q3 2024 Apr 15, 2025	BUY	$28.69 - $32.06 $789,807 - $882,579	27,529 Added 9.33%	322,499 $10.2 Billion
Q2 2024 Apr 15, 2025	BUY	$28.93 - $30.91 $1.48 Million - $1.58 Million	51,109 Added 20.96%	294,970 $8.75 Billion
Q1 2024 Apr 15, 2025	BUY	$27.74 - $30.27 $385,280 - $420,420	13,889 Added 6.04%	243,861 $7.37 Billion
Q4 2023 Apr 15, 2025	SELL	$24.88 - $28.69 $2.73 Million - $3.15 Million	-109,757 Reduced 32.31%	229,972 $6.59 Billion

Others Institutions Holding DFAI

# of Institutions

646

Shares Held

235M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Ledgewood Wealth Advisors, LLC Dimensional ETF Tr Transaction History