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 778,393 shares of DFAU stock, worth $29.5 Million. This represents 17.96% of its overall portfolio holdings.

Number of Shares

778,393

Previous 743,261 4.73%

Holding current value

$29.5 Million

Previous $30.1 Billion 0.58%

% of portfolio

17.96%

Previous 18.85%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$37.84 - $42.29 $1.33 Million - $1.49 Million	35,132 Added 4.73%	778,393 $29.9 Billion
Q4 2024 Jan 22, 2025	BUY	$39.27 - $42.38 $84,234 - $90,905	2,145 Added 0.29%	743,261 $30.1 Billion
Q3 2024 Oct 28, 2024	SELL	$35.8 - $39.69 $898,758 - $996,417	-25,105 Reduced 3.28%	741,116 $29.4 Billion
Q2 2024 Jul 16, 2024	BUY	$34.53 - $37.67 $624,095 - $680,847	18,074 Added 2.42%	766,221 $28.7 Billion
Q1 2024 Apr 30, 2024	BUY	$32.59 - $36.54 $3.41 Million - $3.82 Million	104,617 Added 16.26%	748,147 $27.3 Billion
Q4 2023 Jan 05, 2024	BUY	$28.58 - $33.37 $18.4 Million - $21.5 Million	643,530 New	643,530 $19.3 Billion

Others Institutions Holding DFAU

# of Institutions

497

Shares Held

205M

Call Options Held

Put Options Held

400

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Valued Wealth Advisors LLC Dimensional ETF Tr Transaction History