Wealthquest Corp Dimensional ETF Tr Transaction History

Wealthquest Corp

$1.04 Billion
Q2 2025

A detailed history of Wealthquest Corp transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthquest Corp holds 461,104 shares of DFAI stock, worth $16.8 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

461,104

Previous 442,323 4.25%

Holding current value

$16.8 Million

Previous $13.8 Million 15.4%

% of portfolio

1.53%

Previous 1.47%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$28.02 - $34.71 $526,243 - $651,888	18,781 Added 4.25%	461,104 $15.9 Million
Q1 2025 May 08, 2025	BUY	$28.88 - $32.4 $12.8 Million - $14.3 Million	442,323 New	442,323 $13.8 Million
Q4 2024 Jan 16, 2025	BUY	$29.0 - $31.6 $954,709 - $1.04 Million	32,921 Added 10.55%	344,938 $10.1 Million
Q3 2024 Nov 21, 2024	BUY	$28.69 - $32.06 $1.76 Million - $1.97 Million	61,300 Added 24.45%	312,017 $9.92 Million
Q2 2024 Aug 26, 2024	BUY	$28.93 - $30.91 $877,996 - $938,087	30,349 Added 13.77%	250,717 $7.44 Million
Q1 2024 May 09, 2024	BUY	$27.74 - $30.27 $750,949 - $819,439	27,071 Added 14.0%	220,368 $6.66 Million
Q4 2023 Feb 15, 2024	BUY	$24.88 - $28.69 $370,214 - $426,907	14,880 Added 8.34%	193,297 $5.54 Million
Q3 2023 Nov 15, 2023	BUY	$26.0 - $28.17 $495,742 - $537,117	19,067 Added 11.97%	178,417 $4.66 Million
Q2 2023 Aug 14, 2023	BUY	$26.46 - $28.05 $698,305 - $740,267	26,391 Added 19.85%	159,350 $4.35 Million
Q1 2023 May 04, 2023	BUY	$25.21 - $27.45 $707,896 - $770,796	28,080 Added 26.77%	132,959 $3.58 Million
Q4 2022 Feb 10, 2023	BUY	$21.47 - $25.85 $200,379 - $241,258	9,333 Added 9.77%	104,879 $2.63 Million
Q3 2022 Nov 08, 2022	BUY	$21.44 - $25.78 $266,413 - $320,342	12,426 Added 14.95%	95,546 $2.06 Million
Q2 2022 Aug 12, 2022	BUY	$23.87 - $28.49 $631,027 - $753,161	26,436 Added 46.64%	83,120 $2.01 Million
Q4 2021 Feb 14, 2022	BUY	$28.27 - $30.4 $334,405 - $359,601	11,829 Added 26.37%	56,684 $1.68 Million
Q3 2021 Nov 15, 2021	BUY	$28.39 - $30.41 $305,078 - $326,785	10,746 Added 31.5%	44,855 $1.3 Million
Q2 2021 Aug 10, 2021	BUY	$28.24 - $30.33 $370,734 - $398,172	13,128 Added 62.57%	34,109 $996,000
Q1 2021 May 13, 2021	BUY	$26.33 - $28.4 $338,814 - $365,451	12,868 Added 158.61%	20,981 $584,000
Q4 2020 Feb 09, 2021	BUY	$25.01 - $26.71 $202,906 - $216,698	8,113 New	8,113 $215,000

Others Institutions Holding DFAI

# of Institutions

686

Shares Held

256M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
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Wealthquest Corp Dimensional ETF Tr Transaction History