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 889,432 shares of DFAU stock, worth $40.9 Million. This represents 18.88% of its overall portfolio holdings.

Number of Shares
889,432
Previous 833,680 6.69%
Holding current value
$40.9 Million
Previous $35.3 Billion 15.25%
% of portfolio
18.88%
Previous 18.42%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025

BUY
$42.42 - $45.96 $2.36 Million - $2.56 Million
55,752 Added 6.69%
889,432 $40.7 Billion
Q2 2025

Aug 06, 2025

BUY
$34.04 - $42.36 $1.88 Million - $2.34 Million
55,287 Added 7.1%
833,680 $35.3 Billion
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

About DIMENSIONAL ETF TR


  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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