Mine & Arao Wealth Creation & Management, Llc. Dimensional ETF Tr Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	BUY	$21.22 - $25.37 $424 - $507	20 Added 1.3%	1,563 $34,000
Q3 2021 Nov 12, 2021	BUY	$25.83 - $27.21 $39,855 - $41,985	1,543 New	1,543 $40,000

Others Institutions Holding DFAX

# of Institutions

512

Shares Held

221M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$278 Million
3.18% of portfolio
Envestnet Asset Management Inc

9.09M
Shares

$225 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

7.49M
Shares

$186 Million
0.09% of portfolio
Geometric Wealth Advisors

7.2M
Shares

$178 Million
37.5% of portfolio
Commonwealth Equity Services, LLC

5.7M
Shares

$141 Million
0.23% of portfolio

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About DIMENSIONAL ETF TR

Ticker DFAX

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