Meredith Wealth Planning Dimensional ETF Tr Transaction History

Meredith Wealth Planning

$275 Billion
Q2 2025

A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr stock. As of the latest transaction made, Meredith Wealth Planning holds 25,478 shares of DFAX stock, worth $807,652. This represents 0.27% of its overall portfolio holdings.

Number of Shares

25,478

Holding current value

$807,652

% of portfolio

0.27%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 16, 2025	BUY	$23.37 - $29.39 $595,420 - $748,798	25,478 New	25,478 $748 Million

Others Institutions Holding DFAX

# of Institutions

654

Shares Held

254M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$356 Million
3.18% of portfolio
Lpl Financial LLC Fort Mill, SC

8.02M
Shares

$254 Million
0.08% of portfolio
Envestnet Asset Management Inc

7.62M
Shares

$241 Million
0.07% of portfolio
Geometric Wealth Advisors

7M
Shares

$222 Million
33.48% of portfolio
Allworth Financial LP

6.28M
Shares

$199 Million
0.92% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Meredith Wealth Planning Dimensional ETF Tr Transaction History