Vance Wealth, Inc. Dimensional ETF Tr Transaction History

Vance Wealth, Inc.

$261 Million
Q1 2025

A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vance Wealth, Inc. holds 1,094,442 shares of DFAX stock, worth $33.1 Million. This represents 11.0% of its overall portfolio holdings.

Number of Shares

1,094,442

Previous 1,113,860 1.74%

Holding current value

$33.1 Million

Previous $27.7 Million 3.55%

% of portfolio

11.0%

Previous 10.75%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$24.45 - $27.2 $474,770 - $528,169	-19,418 Reduced 1.74%	1,094,442 $28.7 Million
Q4 2024 Feb 13, 2025	BUY	$24.76 - $27.04 $330,645 - $361,092	13,354 Added 1.21%	1,113,860 $27.7 Million
Q3 2024 Nov 08, 2024	BUY	$24.29 - $27.25 $695,932 - $780,739	28,651 Added 2.67%	1,100,506 $29.7 Million
Q2 2024 Aug 02, 2024	SELL	$24.57 - $26.36 $549,065 - $589,066	-22,347 Reduced 2.04%	1,071,855 $27.2 Million
Q1 2024 Apr 30, 2024	BUY	$23.42 - $25.45 $435,565 - $473,319	18,598 Added 1.73%	1,094,202 $27.8 Million
Q4 2023 Feb 05, 2024	SELL	$21.44 - $24.42 $761,227 - $867,032	-35,505 Reduced 3.2%	1,075,604 $26.3 Million
Q3 2023 Nov 03, 2023	BUY	$22.41 - $24.35 $2.31 Million - $2.51 Million	103,091 Added 10.23%	1,111,109 $25 Million
Q2 2023 Aug 02, 2023	BUY	$22.56 - $24.03 $348,574 - $371,287	15,451 Added 1.56%	1,008,018 $23.5 Million
Q1 2023 May 10, 2023	BUY	$21.74 - $23.72 $1.07 Million - $1.17 Million	49,354 Added 5.23%	992,567 $22.9 Million
Q4 2022 Jan 27, 2023	SELL	$18.81 - $22.36 $291,479 - $346,490	-15,496 Reduced 1.62%	943,213 $0
Q3 2022 Oct 31, 2022	BUY	$18.89 - $22.64 $471,551 - $565,162	24,963 Added 2.67%	958,709 $18.1 Million
Q2 2022 Aug 09, 2022	BUY	$21.22 - $25.37 $19.8 Million - $23.7 Million	933,746 New	933,746 $20 Million
Q1 2022 May 13, 2022	SELL	$23.26 - $26.72 $11.8 Million - $13.5 Million	-506,169 Closed	0 $0
Q4 2021 Feb 18, 2022	BUY	$25.17 - $26.82 $12.7 Million - $13.6 Million	506,169 New	506,169 $13.2 Million

Others Institutions Holding DFAX

# of Institutions

635

Shares Held

243M

Call Options Held

6.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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