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 27,447 shares of DFAU stock, worth $1.26 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
27,447
Previous 27,078 1.36%
Holding current value
$1.26 Million
Previous $1.04 Million 11.83%
% of portfolio
0.43%
Previous 0.36%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$34.04 - $42.36 $12,560 - $15,630
369 Added 1.36%
27,447 $1.16 Million
Q1 2025

May 06, 2025
SELL
$37.84 - $42.29 $834,788 - $932,959
-22,061 Reduced 44.9%
27,078 $1.04 Million
Q4 2024

Jan 23, 2025
BUY
$39.27 - $42.38 $58,905 - $63,570
1,500 Added 3.15%
49,139 $1.99 Million
Q3 2024

Nov 07, 2024
SELL
$35.8 - $39.69 $100,168 - $111,052
-2,798 Reduced 5.55%
47,639 $1.88 Million
Q2 2024

Aug 06, 2024
SELL
$34.53 - $37.67 $65,399 - $71,346
-1,894 Reduced 3.62%
50,437 $1.89 Million
Q1 2024

May 02, 2024
BUY
$32.59 - $36.54 $63,680 - $71,399
1,954 Added 3.88%
52,331 $1.91 Million
Q4 2023

Feb 12, 2024
SELL
$28.58 - $33.37 $6,030 - $7,041
-211 Reduced 0.42%
50,377 $1.68 Million
Q3 2023

Nov 09, 2023
BUY
$29.79 - $32.13 $79,926 - $86,204
2,683 Added 5.6%
50,588 $1.51 Million
Q2 2023

Aug 01, 2023
BUY
$28.25 - $30.99 $110,316 - $121,015
3,905 Added 8.88%
47,905 $1.49 Million
Q1 2023

Apr 13, 2023
BUY
$26.87 - $29.65 $120,082 - $132,505
4,469 Added 11.31%
44,000 $1.27 Million
Q4 2022

Feb 10, 2023
BUY
$25.24 - $28.83 $127,108 - $145,187
5,036 Added 14.6%
39,531 $1.07 Million
Q3 2022

Nov 14, 2022
BUY
$25.15 - $30.14 $125,724 - $150,669
4,999 Added 16.95%
34,495 $868,000
Q2 2022

Aug 12, 2022
BUY
$25.69 - $31.79 $3,802 - $4,704
148 Added 0.5%
29,496 $780,000
Q1 2022

Jun 08, 2022
BUY
$29.18 - $33.24 $2,480 - $2,825
85 Added 0.29%
29,348 $925,000
Q4 2021

Feb 14, 2022
BUY
$30.17 - $33.15 $102,879 - $113,041
3,410 Added 13.19%
29,263 $966,000
Q3 2021

Nov 03, 2021
BUY
$29.64 - $31.67 $3,912 - $4,180
132 Added 0.51%
25,853 $779,000
Q2 2021

Aug 09, 2021
BUY
$28.46 - $30.21 $7,712 - $8,186
271 Added 1.06%
25,721 $777,000
Q1 2021

May 11, 2021
BUY
$25.91 - $28.38 $659,409 - $722,271
25,450 New
25,450 $717,000

Others Institutions Holding DFAU

# of Institutions
531
Shares Held
139M
Call Options Held
58.3K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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