Pensionmark Financial Group, LLC Dimensional ETF Tr Transaction History

Pensionmark Financial Group, LLC

$4.23 Billion
Q2 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 168,763 shares of DFAU stock, worth $7.47 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

168,763

Previous 104,890 60.9%

Holding current value

$7.47 Million

Previous $4.03 Million 77.33%

% of portfolio

0.17%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$34.04 - $42.36 $2.17 Million - $2.71 Million	63,873 Added 60.9%	168,763 $7.15 Million
Q1 2025 Apr 29, 2025	BUY	$37.84 - $42.29 $1.23 Million - $1.37 Million	32,413 Added 44.72%	104,890 $4.03 Million
Q4 2024 Feb 12, 2025	BUY	$39.27 - $42.38 $112,979 - $121,927	2,877 Added 4.13%	72,477 $2.93 Million
Q3 2024 Nov 14, 2024	BUY	$35.8 - $39.69 $479,898 - $532,044	13,405 Added 23.85%	69,600 $2.76 Million
Q2 2024 Aug 14, 2024	BUY	$34.53 - $37.67 $1.36 Million - $1.48 Million	39,356 Added 233.72%	56,195 $2.11 Million
Q1 2024 May 15, 2024	BUY	$32.59 - $36.54 $42,823 - $48,013	1,314 Added 8.46%	16,839 $615,000
Q4 2023 Feb 14, 2024	BUY	$28.58 - $33.37 $443,704 - $518,069	15,525 New	15,525 $516,000

Others Institutions Holding DFAU

# of Institutions

531

Shares Held

140M

Call Options Held

30.6K

Put Options Held

700

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Pensionmark Financial Group, LLC Dimensional ETF Tr Transaction History