True Wealth Design, LLC Dimensional ETF Tr Transaction History

True Wealth Design, LLC

$327 Billion
Q3 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 6,360 shares of DFAX stock, worth $203,583. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,360

Previous 5,095 24.83%

Holding current value

$203,583

Previous $150 Million 33.38%

% of portfolio

0.06%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

666

Shares Held

257M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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True Wealth Design, LLC Dimensional ETF Tr Transaction History