True Wealth Design, LLC Dimensional ETF Tr Transaction History

True Wealth Design, LLC

$341 Billion
Q4 2025

A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, True Wealth Design, LLC holds 6,370 shares of DFAX stock, worth $203,903. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,370

Previous 6,360 0.16%

Holding current value

$203,903

Previous $200 Million 4.45%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$30.71 - $32.34 $307 - $323	10 Added 0.16%	6,370 $208 Million
Q3 2025 Oct 21, 2025	BUY	$29.25 - $31.56 $37,001 - $39,923	1,265 Added 24.83%	6,360 $200 Million
Q2 2025 Aug 06, 2025	SELL	$23.37 - $29.39 $16,382 - $20,602	-701 Reduced 12.09%	5,095 $150 Million
Q1 2025 May 13, 2025	SELL	$24.45 - $27.2 $5,574 - $6,201	-228 Reduced 3.78%	5,796 $152 Million
Q4 2023 Feb 14, 2024	SELL	$21.44 - $24.42 $106,578 - $121,391	-4,971 Reduced 45.21%	6,024 $147 Million

Q3 2023 Nov 13, 2023	SELL	$22.41 - $24.35 $92,127 - $100,102	-4,111 Reduced 27.21%	10,995 $248 Million
Q2 2023 Aug 14, 2023	BUY	$22.56 - $24.03 $35,892 - $38,231	1,591 Added 11.77%	15,106 $352 Million
Q1 2023 May 12, 2023	BUY	$21.74 - $23.72 $293,816 - $320,575	13,515 New	13,515 $312 Million

Others Institutions Holding DFAX

# of Institutions

667

Shares Held

257M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Account

True Wealth Design, LLC Dimensional ETF Tr Transaction History