Mission Wealth Management, LP Dimensional ETF Tr Dimensional Transaction History

Mission Wealth Management, LP

$4.95 Billion
Q3 2025

A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mission Wealth Management, LP holds 11,013 shares of DFAR stock, worth $258,034. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,013

Previous 12,101 8.99%

Holding current value

$258,034

Previous $283,000 7.42%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$22.9 - $24.1 $24,915 - $26,220	-1,088 Reduced 8.99%	11,013 $262,000
Q2 2025 Aug 05, 2025	BUY	$20.99 - $23.93 $253,999 - $289,576	12,101 New	12,101 $283,000
Q4 2024 Feb 06, 2025	BUY	$22.72 - $25.76 $318 - $360	14 Added 0.14%	10,071 $234,000
Q3 2024 Oct 31, 2024	SELL	$21.91 - $26.03 $10,933 - $12,988	-499 Reduced 4.73%	10,057 $257,000
Q2 2024 Aug 02, 2024	SELL	$20.41 - $22.23 $53,698 - $58,487	-2,631 Reduced 19.95%	10,556 $233,000

Q1 2024 Apr 30, 2024	BUY	$21.28 - $22.96 $1,979 - $2,135	93 Added 0.71%	13,187 $294,000
Q4 2023 Feb 05, 2024	BUY	$18.45 - $23.08 $241,584 - $302,209	13,094 New	13,094 $297,000
Q3 2022 Oct 12, 2022	BUY	$20.34 - $25.89 $208,078 - $264,854	10,230 New	10,230 $210,000

Others Institutions Holding DFAR

# of Institutions

279

Shares Held

45.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Mission Wealth Management, LP Dimensional ETF Tr Dimensional Transaction History