M Wealth Management, LLC Dimensional ETF Tr Transaction History

M Wealth Management, LLC

  • $114 Billion
  • Q3 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 589,523 shares of DFAU stock, worth $27.1 Million. This represents 23.69% of its overall portfolio holdings.

Number of Shares
589,523
Previous 581,137 1.44%
Holding current value
$27.1 Million
Previous $24.6 Billion 9.59%
% of portfolio
23.69%
Previous 22.7%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$42.42 - $45.96 $355,734 - $385,420
8,386 Added 1.44%
589,523 $27 Billion
Q2 2025

Aug 11, 2025
SELL
$34.04 - $42.36 $23,589 - $29,355
-693 Reduced 0.12%
581,137 $24.6 Billion
Q1 2025

May 14, 2025
SELL
$37.84 - $42.29 $2.84 Million - $3.18 Million
-75,159 Reduced 11.44%
581,830 $22.4 Billion
Q4 2024

Jan 23, 2025
BUY
$39.27 - $42.38 $25.8 Million - $27.8 Million
656,989 New
656,989 $26.6 Billion

Others Institutions Holding DFAU

# of Institutions
546
Shares Held
149M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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