Us Advisors Wealth Management, LLC Dimensional ETF Tr Transaction History

Us Advisors Wealth Management, LLC

$269 Million
Q2 2025

A detailed history of Us Advisors Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 16,043 shares of DFAE stock, worth $512,092. This represents 0.17% of its overall portfolio holdings.

Number of Shares

16,043

Previous 16,039 0.02%

Holding current value

$512,092

Previous $415,000 11.81%

% of portfolio

0.17%

Previous 0.14%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$22.87 - $28.95 $91 - $115	4 Added 0.02%	16,043 $464,000
Q1 2025 May 06, 2025	SELL	$24.64 - $26.86 $100,309 - $109,347	-4,071 Reduced 20.24%	16,039 $415,000
Q4 2024 Jan 23, 2025	BUY	$25.36 - $28.15 $20,516 - $22,773	809 Added 4.19%	20,110 $510,000
Q3 2024 Nov 07, 2024	SELL	$24.46 - $27.82 $17,953 - $20,419	-734 Reduced 3.66%	19,301 $535,000
Q2 2024 Aug 06, 2024	SELL	$24.03 - $26.3 $6,536 - $7,153	-272 Reduced 1.34%	20,035 $518,000
Q1 2024 May 02, 2024	BUY	$22.74 - $24.88 $27,947 - $30,577	1,229 Added 6.44%	20,307 $500,000
Q4 2023 Feb 12, 2024	SELL	$21.63 - $24.11 $3,093 - $3,447	-143 Reduced 0.74%	19,078 $459,000
Q3 2023 Nov 09, 2023	BUY	$22.43 - $24.83 $21,667 - $23,985	966 Added 5.29%	19,221 $433,000
Q2 2023 Aug 01, 2023	BUY	$22.38 - $24.3 $2,976 - $3,231	133 Added 0.73%	18,255 $429,000
Q1 2023 Apr 13, 2023	BUY	$21.78 - $24.36 $16,705 - $18,684	767 Added 4.42%	18,122 $417,000
Q4 2022 Feb 10, 2023	BUY	$19.67 - $22.73 $76,890 - $88,851	3,909 Added 29.07%	17,355 $381,000
Q3 2022 Nov 14, 2022	BUY	$20.09 - $23.68 $29,994 - $35,354	1,493 Added 12.49%	13,446 $270,000
Q2 2022 Aug 12, 2022	BUY	$22.9 - $27.06 $33,319 - $39,372	1,455 Added 13.86%	11,953 $277,000
Q1 2022 Jun 08, 2022	BUY	$24.29 - $28.31 $50,693 - $59,082	2,087 Added 24.81%	10,498 $275,000
Q4 2021 Feb 14, 2022	BUY	$26.45 - $28.31 $222,470 - $238,115	8,411 New	8,411 $230,000

Others Institutions Holding DFAE

# of Institutions

604

Shares Held

174M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.

Account

Us Advisors Wealth Management, LLC Dimensional ETF Tr Transaction History