Us Advisors Wealth Management, LLC Dimensional ETF Tr Transaction History

Us Advisors Wealth Management, LLC

$290 Million
Q3 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 37,519 shares of DFAI stock, worth $1.39 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

37,519

Previous 35,272 6.37%

Holding current value

$1.39 Million

Previous $1.22 Million 11.81%

% of portfolio

0.47%

Previous 0.45%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$34.05 - $36.55 $76,510 - $82,127	2,247 Added 6.37%	37,519 $1.36 Million
Q2 2025 Jul 22, 2025	SELL	$28.02 - $34.71 $11,796 - $14,612	-421 Reduced 1.18%	35,272 $1.22 Million
Q1 2025 May 06, 2025	SELL	$28.88 - $32.4 $357,736 - $401,338	-12,387 Reduced 25.76%	35,693 $1.11 Million
Q4 2024 Jan 23, 2025	BUY	$29.0 - $31.6 $33,176 - $36,150	1,144 Added 2.44%	48,080 $1.4 Million
Q3 2024 Nov 07, 2024	SELL	$28.69 - $32.06 $1,032 - $1,154	-36 Reduced 0.08%	46,936 $1.5 Million

Q2 2024 Aug 06, 2024	SELL	$28.93 - $30.91 $26,760 - $28,591	-925 Reduced 1.93%	46,972 $1.39 Million
Q1 2024 May 02, 2024	BUY	$27.74 - $30.27 $34,647 - $37,807	1,249 Added 2.68%	47,897 $1.45 Million
Q4 2023 Feb 12, 2024	BUY	$24.88 - $28.69 $79,665 - $91,865	3,202 Added 7.37%	46,648 $1.34 Million
Q3 2023 Nov 09, 2023	BUY	$26.0 - $28.17 $45,526 - $49,325	1,751 Added 4.2%	43,446 $1.13 Million
Q2 2023 Aug 01, 2023	BUY	$26.46 - $28.05 $339,534 - $359,937	12,832 Added 44.46%	41,695 $1.14 Million
Q1 2023 Apr 13, 2023	BUY	$25.21 - $27.45 $44,420 - $48,366	1,762 Added 6.5%	28,863 $778,000
Q4 2022 Feb 10, 2023	BUY	$21.47 - $25.85 $102,605 - $123,537	4,779 Added 21.41%	27,101 $679,000
Q3 2022 Nov 14, 2022	BUY	$21.44 - $25.78 $34,089 - $40,990	1,590 Added 7.67%	22,322 $481,000
Q2 2022 Aug 12, 2022	BUY	$23.87 - $28.49 $31,890 - $38,062	1,336 Added 6.89%	20,732 $500,000
Q1 2022 Jun 08, 2022	BUY	$25.94 - $30.08 $1,063 - $1,233	41 Added 0.21%	19,396 $546,000
Q4 2021 Feb 14, 2022	BUY	$28.27 - $30.4 $103,863 - $111,689	3,674 Added 23.43%	19,355 $572,000
Q3 2021 Nov 03, 2021	BUY	$28.39 - $30.41 $3,321 - $3,557	117 Added 0.75%	15,681 $453,000
Q2 2021 Aug 09, 2021	SELL	$28.24 - $30.33 $4,603 - $4,943	-163 Reduced 1.04%	15,564 $455,000
Q1 2021 May 11, 2021	BUY	$26.33 - $28.4 $414,091 - $446,646	15,727 New	15,727 $438,000

Others Institutions Holding DFAI

# of Institutions

711

Shares Held

283M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
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Us Advisors Wealth Management, LLC Dimensional ETF Tr Transaction History