Vance Wealth, Inc. Dimensional ETF Tr Transaction History

Vance Wealth, Inc.

$287 Million
Q2 2025

A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vance Wealth, Inc. holds 1,107,703 shares of DFAX stock, worth $34.8 Million. This represents 11.35% of its overall portfolio holdings.

Number of Shares

1,107,703

Previous 1,094,442 1.21%

Holding current value

$34.8 Million

Previous $28.7 Million 13.46%

% of portfolio

11.35%

Previous 11.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$23.37 - $29.39 $309,909 - $389,740	13,261 Added 1.21%	1,107,703 $32.5 Million
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

661

Shares Held

255M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vance Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vance Wealth, Inc. with notifications on news.

Account