Well Done, LLC Dimensional ETF Tr Transaction History

Well Done, LLC

$575 Million
Q3 2025

A detailed history of Well Done, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Well Done, LLC holds 6,456 shares of DFAX stock, worth $203,041. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,456

Holding current value

$203,041

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 27, 2025	BUY	$29.25 - $31.56 $188,838 - $203,751	6,456 New	6,456 $202,000

Others Institutions Holding DFAX

# of Institutions

661

Shares Held

255M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$353 Million
3.18% of portfolio
Lpl Financial LLC Fort Mill, SC

8.02M
Shares

$252 Million
0.08% of portfolio
Envestnet Asset Management Inc

7.62M
Shares

$240 Million
0.07% of portfolio
Geometric Wealth Advisors

7M
Shares

$220 Million
33.48% of portfolio
Allworth Financial LP

6.28M
Shares

$198 Million
0.92% of portfolio

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 Well Done, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Well Done, LLC with notifications on news.

Account