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 337,684 shares of DFAU stock, worth $13.8 Million. This represents 8.37% of its overall portfolio holdings.

Number of Shares

337,684

Previous 340,406 0.8%

Holding current value

$13.8 Million

Previous $13.8 Billion 5.82%

% of portfolio

8.37%

Previous 8.9%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$37.84 - $42.29 $103,000 - $115,113	-2,722 Reduced 0.8%	337,684 $13 Billion
Q4 2024 Apr 10, 2025	BUY	$39.27 - $42.38 $13.4 Million - $14.4 Million	340,406 New	340,406 $13.8 Billion
Q3 2024 Apr 15, 2025	BUY	$35.8 - $39.69 $2.58 Million - $2.86 Million	71,998 Added 28.4%	325,522 $12.9 Billion
Q2 2024 Apr 15, 2025	BUY	$34.53 - $37.67 $506,969 - $553,070	14,682 Added 6.15%	253,524 $9.5 Billion
Q1 2024 Apr 15, 2025	BUY	$32.59 - $36.54 $354,318 - $397,262	10,872 Added 4.77%	238,842 $8.73 Billion
Q4 2023 Apr 15, 2025	SELL	$28.58 - $33.37 $3.21 Million - $3.75 Million	-112,436 Reduced 33.03%	227,970 $7.58 Billion

Others Institutions Holding DFAU

# of Institutions

505

Shares Held

134M

Call Options Held

30.6K

Put Options Held

700

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Ledgewood Wealth Advisors, LLC Dimensional ETF Tr Transaction History