Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$428 Million
Q2 2025

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 617,878 shares of DFAU stock, worth $28.2 Million. This represents 6.11% of its overall portfolio holdings.

Number of Shares

617,878

Previous 565,805 9.2%

Holding current value

$28.2 Million

Previous $21.7 Million 20.34%

% of portfolio

6.11%

Previous 5.27%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$34.04 - $42.36 $1.77 Million - $2.21 Million	52,073 Added 9.2%	617,878 $26.2 Million
Q1 2025 May 02, 2025	BUY	$37.84 - $42.29 $801,337 - $895,575	21,177 Added 3.89%	565,805 $21.7 Million
Q4 2024 Feb 07, 2025	BUY	$39.27 - $42.38 $706,428 - $762,373	17,989 Added 3.42%	544,628 $22.1 Million
Q3 2024 Nov 08, 2024	BUY	$35.8 - $39.69 $1.84 Million - $2.04 Million	51,324 Added 10.8%	526,639 $20.9 Million
Q2 2024 Aug 02, 2024	SELL	$34.53 - $37.67 $34,771 - $37,933	-1,007 Reduced 0.21%	475,315 $17.8 Million
Q1 2024 May 03, 2024	BUY	$32.59 - $36.54 $1.6 Million - $1.8 Million	49,209 Added 11.52%	476,322 $17.4 Million
Q4 2023 Feb 02, 2024	BUY	$28.58 - $33.37 $1.19 Million - $1.38 Million	41,464 Added 10.75%	427,113 $14.2 Million
Q3 2023 Nov 03, 2023	BUY	$29.79 - $32.13 $324,144 - $349,606	10,881 Added 2.9%	385,649 $11.6 Million
Q2 2023 Aug 11, 2023	BUY	$28.25 - $30.99 $1.21 Million - $1.33 Million	42,868 Added 12.92%	374,768 $11.6 Million
Q1 2023 Apr 27, 2023	BUY	$26.87 - $29.65 $897,646 - $990,517	33,407 Added 11.19%	331,900 $9.55 Million
Q4 2022 Feb 08, 2023	BUY	$25.24 - $28.83 $2.07 Million - $2.36 Million	82,015 Added 37.89%	298,493 $8.07 Million
Q3 2022 Nov 04, 2022	BUY	$25.15 - $30.14 $71,702 - $85,929	2,851 Added 1.33%	216,478 $5.44 Million
Q2 2022 Aug 09, 2022	BUY	$25.69 - $31.79 $412,041 - $509,879	16,039 Added 8.12%	213,627 $5.65 Million
Q1 2022 May 11, 2022	BUY	$29.18 - $33.24 $279,661 - $318,572	9,584 Added 5.1%	197,588 $6.23 Million
Q4 2021 Feb 08, 2022	BUY	$30.17 - $33.15 $717,804 - $788,704	23,792 Added 14.49%	188,004 $6.2 Million
Q3 2021 Oct 21, 2021	BUY	$29.64 - $31.67 $287,863 - $307,579	9,712 Added 6.29%	164,212 $4.95 Million
Q2 2021 Jul 28, 2021	BUY	$28.46 - $30.21 $1.09 Million - $1.16 Million	38,442 Added 33.12%	154,500 $4.67 Million
Q1 2021 May 07, 2021	BUY	$25.91 - $28.38 $2.76 Million - $3.02 Million	106,548 Added 1120.38%	116,058 $3.27 Million
Q4 2020 Feb 12, 2021	BUY	$24.72 - $26.29 $235,087 - $250,017	9,510 New	9,510 $250,000

Others Institutions Holding DFAU

# of Institutions

533

Shares Held

140M

Call Options Held

58.3K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Transaction History