M Wealth Management, LLC Dimensional ETF Tr Transaction History

M Wealth Management, LLC

  • $108 Billion
  • Q2 2025

A detailed history of M Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, M Wealth Management, LLC holds 56,262 shares of DFAE stock, worth $1.67 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
56,262
Previous 58,335 3.55%
Holding current value
$1.67 Million
Previous $1.51 Billion 7.85%
% of portfolio
1.5%
Previous 1.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$22.87 - $28.95 $47,409 - $60,013
-2,073 Reduced 3.55%
56,262 $1.63 Billion
Q1 2025

May 14, 2025
SELL
$24.64 - $26.86 $86,634 - $94,439
-3,516 Reduced 5.68%
58,335 $1.51 Billion
Q4 2024

Jan 23, 2025
BUY
$25.36 - $28.15 $1.57 Million - $1.74 Million
61,851 New
61,851 $1.57 Billion

Others Institutions Holding DFAE

# of Institutions
595
Shares Held
180M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
Track This Portfolio

Track M Wealth Management, LLC Portfolio

Follow M Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on M Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email