Us Advisors Wealth Management, LLC Dimensional ETF Tr Transaction History

Us Advisors Wealth Management, LLC

$287 Million
Q1 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 27,078 shares of DFAU stock, worth $1.11 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

27,078

Previous 49,139 44.9%

Holding current value

$1.11 Million

Previous $1.99 Million 47.71%

% of portfolio

0.36%

Previous 0.65%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

505

Shares Held

134M

Call Options Held

30.6K

Put Options Held

700

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
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Industry ETFs

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Us Advisors Wealth Management, LLC Dimensional ETF Tr Transaction History