Sc&H Financial Advisors, Inc. Dimensional ETF Tr Transaction History

Sc&H Financial Advisors, Inc.

$468 Million
Q1 2025

A detailed history of Sc&H Financial Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 379,534 shares of DFAE stock, worth $9.86 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

379,534

Previous 355,251 6.84%

Holding current value

$9.86 Million

Previous $9.01 Million 9.07%

% of portfolio

2.1%

Previous 1.96%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$24.64 - $26.86 $598,333 - $652,241	24,283 Added 6.84%	379,534 $9.83 Million
Q4 2024 Jan 28, 2025	BUY	$25.36 - $28.15 $511,206 - $567,447	20,158 Added 6.02%	355,251 $9.01 Million
Q3 2024 Oct 24, 2024	BUY	$24.46 - $27.82 $369,737 - $420,527	15,116 Added 4.72%	335,093 $9.18 Million
Q2 2024 Aug 01, 2024	BUY	$24.03 - $26.3 $419,756 - $459,408	17,468 Added 5.77%	319,977 $8.28 Million
Q1 2024 May 02, 2024	BUY	$22.74 - $24.88 $153,381 - $167,815	6,745 Added 2.28%	302,509 $7.48 Million
Q4 2023 Feb 01, 2024	SELL	$21.63 - $24.11 $466,039 - $519,474	-21,546 Reduced 6.79%	295,764 $7.13 Million
Q3 2023 Oct 30, 2023	BUY	$22.43 - $24.83 $360,405 - $398,968	16,068 Added 5.33%	317,310 $7.16 Million
Q2 2023 Aug 07, 2023	BUY	$22.38 - $24.3 $289,395 - $314,223	12,931 Added 4.49%	301,242 $7.07 Million
Q1 2023 May 12, 2023	BUY	$21.78 - $24.36 $334,344 - $373,950	15,351 Added 5.62%	288,311 $6.64 Million
Q4 2022 Feb 10, 2023	BUY	$19.67 - $22.73 $1.79 Million - $2.07 Million	91,072 Added 50.07%	272,960 $5.99 Million
Q3 2022 Nov 09, 2022	SELL	$20.09 - $23.68 $1.22 Million - $1.44 Million	-60,846 Reduced 25.07%	181,888 $3.65 Million
Q2 2022 Aug 10, 2022	BUY	$22.9 - $27.06 $1.8 Million - $2.13 Million	78,748 Added 48.02%	242,734 $5.62 Million
Q1 2022 May 10, 2022	BUY	$24.29 - $28.31 $2.84 Million - $3.32 Million	117,119 Added 249.9%	163,986 $4.3 Million
Q4 2021 Feb 10, 2022	BUY	$26.45 - $28.31 $1.24 Million - $1.33 Million	46,867 New	46,867 $1.28 Million

Others Institutions Holding DFAE

# of Institutions

549

Shares Held

171M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Sc&H Financial Advisors, Inc. Dimensional ETF Tr Transaction History