Magnolia Private Wealth, LLC Dimensional ETF Tr Transaction History

Magnolia Private Wealth, LLC

  • $129 Billion
  • Q2 2025

A detailed history of Magnolia Private Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 61,009 shares of DFAI stock, worth $2.1 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
61,009
Previous 58,753 3.84%
Holding current value
$2.1 Million
Previous $1.83 Billion 14.95%
% of portfolio
1.63%
Previous 1.51%

Shares

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

Jul 18, 2025
BUY
$28.02 - $34.71 $63,213 - $78,305
2,256 Added 3.84%
61,009 $2.11 Billion
Q1 2025

Apr 15, 2025
BUY
$28.88 - $32.4 $590,711 - $662,709
20,454 Added 53.41%
58,753 $1.83 Billion
Q4 2024

Feb 04, 2025
BUY
$29.0 - $31.6 $1.11 Million - $1.21 Million
38,299 New
38,299 $1.12 Billion

Others Institutions Holding DFAI

# of Institutions
664
Shares Held
241M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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

Track Magnolia Private Wealth, LLC Portfolio

Follow Magnolia Private Wealth, 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 Magnolia Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Magnolia Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email