Nerd Wallet Wealth Partners, LLC Dimensional ETF Tr Transaction History

Nerd Wallet Wealth Partners, LLC

$204 Billion
Q3 2025

A detailed history of Nerd Wallet Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Nerd Wallet Wealth Partners, LLC holds 12,683 shares of DFAX stock, worth $405,982. This represents 0.2% of its overall portfolio holdings.

Number of Shares

12,683

Holding current value

$405,982

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$29.25 - $31.56 $370,977 - $400,275	12,683 New	12,683 $398 Million

Others Institutions Holding DFAX

# of Institutions

666

Shares Held

257M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$360 Million
3.18% of portfolio
Alerus Financial Na Grand Forks, ND

8.38M
Shares

$268 Million
14.39% of portfolio
Lpl Financial LLC Fort Mill, SC

8.09M
Shares

$259 Million
0.08% of portfolio
Geometric Wealth Advisors

7.29M
Shares

$233 Million
33.26% of portfolio
Envestnet Asset Management Inc

6.67M
Shares

$213 Million
0.06% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Nerd Wallet Wealth Partners, LLC Dimensional ETF Tr Transaction History