Valued Wealth Advisors LLC Dimensional ETF Tr Transaction History

Valued Wealth Advisors LLC

$216 Billion
Q3 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 744,681 shares of DFAI stock, worth $27.6 Million. This represents 12.56% of its overall portfolio holdings.

Number of Shares

744,681

Previous 692,096 7.6%

Holding current value

$27.6 Million

Previous $23.9 Billion 13.14%

% of portfolio

12.56%

Previous 12.48%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$34.05 - $36.55 $1.79 Million - $1.92 Million	52,585 Added 7.6%	744,681 $27.1 Billion
Q2 2025 Aug 06, 2025	SELL	$28.02 - $34.71 $75,569 - $93,612	-2,697 Reduced 0.39%	692,096 $23.9 Billion
Q1 2025 May 01, 2025	BUY	$28.88 - $32.4 $1.06 Million - $1.18 Million	36,558 Added 5.55%	694,793 $21.7 Billion
Q4 2024 Jan 22, 2025	BUY	$29.0 - $31.6 $1.29 Million - $1.4 Million	44,385 Added 7.23%	658,235 $19.2 Billion
Q3 2024 Oct 28, 2024	SELL	$28.69 - $32.06 $514,239 - $574,643	-17,924 Reduced 2.84%	613,850 $19.5 Billion

Q2 2024 Jul 16, 2024	BUY	$28.93 - $30.91 $830,840 - $887,704	28,719 Added 4.76%	631,774 $18.7 Billion
Q1 2024 Apr 30, 2024	BUY	$27.74 - $30.27 $3.11 Million - $3.4 Million	112,277 Added 22.88%	603,055 $18.2 Billion
Q4 2023 Jan 05, 2024	BUY	$24.88 - $28.69 $12.2 Million - $14.1 Million	490,778 New	490,778 $12.8 Billion

Others Institutions Holding DFAI

# of Institutions

711

Shares Held

283M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Valued Wealth Advisors LLC Dimensional ETF Tr Transaction History