Valued Wealth Advisors LLC Dimensional ETF Tr Transaction History

Valued Wealth Advisors LLC

$192 Billion
Q2 2025

A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 73,471 shares of DFAE stock, worth $2.19 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

73,471

Previous 61,592 19.29%

Holding current value

$2.19 Million

Previous $1.59 Billion 33.39%

% of portfolio

1.11%

Previous 0.96%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$22.87 - $28.95 $271,672 - $343,897	11,879 Added 19.29%	73,471 $2.13 Billion
Q1 2025 May 01, 2025	SELL	$24.64 - $26.86 $133,080 - $145,070	-5,401 Reduced 8.06%	61,592 $1.59 Billion
Q4 2024 Jan 22, 2025	BUY	$25.36 - $28.15 $271,529 - $301,402	10,707 Added 19.02%	66,993 $1.7 Billion
Q3 2024 Oct 28, 2024	BUY	$24.46 - $27.82 $28,324 - $32,215	1,158 Added 2.1%	56,286 $1.54 Billion
Q2 2024 Jul 16, 2024	BUY	$24.03 - $26.3 $69,662 - $76,243	2,899 Added 5.55%	55,128 $1.43 Billion
Q1 2024 Apr 30, 2024	SELL	$22.74 - $24.88 $5.09 Million - $5.57 Million	-224,035 Reduced 81.09%	52,229 $1.29 Billion
Q4 2023 Jan 05, 2024	BUY	$21.63 - $24.11 $5.98 Million - $6.66 Million	276,264 New	276,264 $6.24 Billion

Others Institutions Holding DFAE

# of Institutions

595

Shares Held

180M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Valued Wealth Advisors LLC Dimensional ETF Tr Transaction History