A detailed history of Kelly Financial Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kelly Financial Group LLC holds 9,650 shares of DFAX stock, worth $308,896. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,650
Previous 9,594 0.58%
Holding current value
$308,896
Previous $301 Million 4.91%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026

BUY
$30.71 - $32.34 $1,719 - $1,811
56 Added 0.58%
9,650 $316 Million
Q3 2025

Oct 22, 2025

SELL
$29.25 - $31.56 $10,062 - $10,856
-344 Reduced 3.46%
9,594 $301 Million
Q2 2025

Jul 15, 2025

BUY
$23.37 - $29.39 $41,177 - $51,785
1,762 Added 21.55%
9,938 $292 Million
Q1 2025

Apr 16, 2025

BUY
$24.45 - $27.2 $199,903 - $222,387
8,176 New
8,176 $214 Million

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
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