M Holdings Securities, Inc. Dimensional ETF Tr Transaction History

M Holdings Securities, Inc.

$771 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$24.88 - $28.69 $420,720 - $485,147	16,910 Added 2.43%	714,139 $20.5 Million
Q3 2023 Feb 14, 2024	BUY	$26.0 - $28.17 $8.38 Million - $9.08 Million	322,237 Added 85.93%	697,229 $18.2 Million
Q2 2023 Sep 26, 2023	SELL	$26.46 - $28.05 $5.69 Million - $6.04 Million	-215,177 Reduced 36.46%	374,992 $10.2 Million
Q1 2023 May 15, 2023	BUY	$25.21 - $27.45 $5.79 Million - $6.3 Million	229,551 Added 63.65%	590,169 $15.9 Million
Q4 2022 Feb 10, 2023	BUY	$21.47 - $25.85 $3.87 Million - $4.66 Million	180,252 Added 99.94%	360,618 $9.03 Million
Q3 2022 Nov 16, 2022	BUY	$21.44 - $25.78 $610,718 - $734,343	28,485 Added 18.75%	180,366 $3.89 Million
Q2 2022 Aug 16, 2022	BUY	$23.87 - $28.49 $2.35 Million - $2.8 Million	98,360 Added 183.78%	151,881 $3.67 Million
Q1 2022 May 24, 2022	BUY	$25.94 - $30.08 $1.39 Million - $1.61 Million	53,521 New	53,521 $1.51 Million

Others Institutions Holding DFAI

# of Institutions

520

Shares Held

159M

Call Options Held

400

Put Options Held

0

About DIMENSIONAL ETF TR

Ticker DFAI
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