Valued Wealth Advisors LLC Dimensional ETF Tr Transaction History

Valued Wealth Advisors LLC

$167 Billion
Q1 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 694,793 shares of DFAI stock, worth $23.9 Million. This represents 13.02% of its overall portfolio holdings.

Number of Shares

694,793

Previous 658,235 5.55%

Holding current value

$23.9 Million

Previous $19.2 Billion 12.89%

% of portfolio

13.02%

Previous 12.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

664

Shares Held

241M

Call Options Held

500

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