Wealth Dimensions Group, Ltd. Dimensional ETF Tr Transaction History

Wealth Dimensions Group, Ltd.

$484 Million
Q3 2025

A detailed history of Wealth Dimensions Group, Ltd. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 1,292,913 shares of DFAI stock, worth $48 Million. This represents 9.71% of its overall portfolio holdings.

Number of Shares

1,292,913

Previous 1,238,601 4.38%

Holding current value

$48 Million

Previous $42.8 Million 9.76%

% of portfolio

9.71%

Previous 9.47%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$34.05 - $36.55 $1.85 Million - $1.99 Million	54,312 Added 4.38%	1,292,913 $47 Million
Q2 2025 Aug 12, 2025	BUY	$28.02 - $34.71 $802,885 - $994,580	28,654 Added 2.37%	1,238,601 $42.8 Million
Q1 2025 May 05, 2025	BUY	$28.88 - $32.4 $2.19 Million - $2.46 Million	75,939 Added 6.7%	1,209,947 $37.8 Million
Q4 2024 Feb 13, 2025	BUY	$29.0 - $31.6 $1.81 Million - $1.97 Million	62,407 Added 5.82%	1,134,008 $33.1 Million
Q3 2024 Nov 12, 2024	BUY	$28.69 - $32.06 $4.44 Million - $4.96 Million	154,603 Added 16.86%	1,071,601 $34.1 Million

Q2 2024 Aug 09, 2024	BUY	$28.93 - $30.91 $2.54 Million - $2.71 Million	87,827 Added 10.59%	916,998 $27.2 Million
Q1 2024 May 09, 2024	BUY	$27.74 - $30.27 $1.36 Million - $1.48 Million	48,868 Added 6.26%	829,171 $25.1 Million
Q4 2023 Feb 09, 2024	BUY	$24.88 - $28.69 $7.99 Million - $9.21 Million	321,060 Added 69.91%	780,303 $22.3 Million
Q3 2023 Nov 14, 2023	BUY	$26.0 - $28.17 $2.86 Million - $3.1 Million	110,020 Added 31.5%	459,243 $12 Million
Q2 2023 Aug 14, 2023	BUY	$26.46 - $28.05 $876,143 - $928,791	33,112 Added 10.47%	349,223 $9.54 Million
Q1 2023 May 09, 2023	BUY	$25.21 - $27.45 $1.41 Million - $1.54 Million	55,934 Added 21.5%	316,111 $8.52 Million
Q4 2022 Feb 10, 2023	SELL	$21.47 - $25.85 $2.59 Million - $3.12 Million	-120,638 Reduced 31.68%	260,177 $6.51 Million
Q3 2022 Nov 10, 2022	BUY	$21.44 - $25.78 $1.75 Million - $2.11 Million	81,776 Added 27.35%	380,815 $8.21 Million
Q2 2022 Aug 05, 2022	BUY	$23.87 - $28.49 $1.82 Million - $2.17 Million	76,118 Added 34.15%	299,039 $7.22 Million
Q1 2022 May 04, 2022	BUY	$25.94 - $30.08 $5.78 Million - $6.71 Million	222,921 New	222,921 $6.28 Million

Others Institutions Holding DFAI

# of Institutions

711

Shares Held

283M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
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Wealth Dimensions Group, Ltd. Dimensional ETF Tr Transaction History