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 35,704 shares of DFAX stock, worth $1.14 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
35,704
Previous 36,170 1.29%
Holding current value
$1.14 Million
Previous $1.06 Billion 5.47%
% of portfolio
0.98%
Previous 0.98%

Shares

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

Oct 21, 2025
SELL
$29.25 - $31.56 $13,630 - $14,706
-466 Reduced 1.29%
35,704 $1.12 Billion
Q2 2025

Aug 11, 2025
SELL
$23.37 - $29.39 $6,146 - $7,729
-263 Reduced 0.72%
36,170 $1.06 Billion
Q1 2025

May 14, 2025
SELL
$24.45 - $27.2 $38,044 - $42,323
-1,556 Reduced 4.1%
36,433 $955 Million
Q4 2024

Jan 23, 2025
BUY
$24.76 - $27.04 $940,607 - $1.03 Million
37,989 New
37,989 $944 Million

Others Institutions Holding DFAX

# of Institutions
666
Shares Held
257M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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