Wharton Business Group, LLC Dimensional ETF Tr Transaction History

Wharton Business Group, LLC

$2.37 Billion
Q2 2025

A detailed history of Wharton Business Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wharton Business Group, LLC holds 25,090 shares of DFAX stock, worth $791,338. This represents 0.03% of its overall portfolio holdings.

Number of Shares

25,090

Holding current value

$791,338

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$23.37 - $29.39 $586,353 - $737,395	25,090 New	25,090 $737,000

Others Institutions Holding DFAX

# of Institutions

654

Shares Held

254M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$354 Million
3.18% of portfolio
Lpl Financial LLC Fort Mill, SC

8.02M
Shares

$253 Million
0.08% of portfolio
Envestnet Asset Management Inc

7.62M
Shares

$240 Million
0.07% of portfolio
Geometric Wealth Advisors

7M
Shares

$221 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

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Wharton Business Group, LLC Dimensional ETF Tr Transaction History