Wny Asset Management, LLC Dimensional ETF Tr Transaction History

Wny Asset Management, LLC

$865 Million
Q2 2025

A detailed history of Wny Asset Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wny Asset Management, LLC holds 9,523 shares of DFAX stock, worth $287,594. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,523

Holding current value

$287,594

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$23.37 - $29.39 $222,552 - $279,880	9,523 New	9,523 $279,000

Others Institutions Holding DFAX

# of Institutions

635

Shares Held

243M

Call Options Held

6.8K

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$339 Million
3.18% of portfolio
Lpl Financial LLC Fort Mill, SC

7.84M
Shares

$237 Million
0.08% of portfolio
Envestnet Asset Management Inc

7.62M
Shares

$230 Million
0.07% of portfolio
Geometric Wealth Advisors

7M
Shares

$211 Million
33.48% of portfolio
Allworth Financial LP

6.28M
Shares

$190 Million
0.92% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Wny Asset Management, LLC Dimensional ETF Tr Transaction History