Cyndeo Wealth Partners, LLC Dimensional ETF Tr Transaction History

Cyndeo Wealth Partners, LLC

$1.74 Billion
Q4 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 132,565 shares of DFAX stock, worth $4.24 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

132,565

Previous 154,249 14.06%

Holding current value

$4.24 Million

Previous $4.84 Million 12.33%

% of portfolio

0.24%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$30.71 - $32.34 $665,915 - $701,260	-21,684 Reduced 14.06%	132,565 $4.24 Million
Q3 2025 Oct 10, 2025	BUY	$29.25 - $31.56 $96,759 - $104,400	3,308 Added 2.19%	154,249 $4.84 Million
Q2 2025 Jul 24, 2025	BUY	$23.37 - $29.39 $60,107 - $75,591	2,572 Added 1.73%	150,941 $4.43 Million
Q1 2025 Apr 17, 2025	BUY	$24.45 - $27.2 $238,460 - $265,281	9,753 Added 7.04%	148,369 $3.89 Million
Q4 2024 Jan 21, 2025	BUY	$24.76 - $27.04 $28,275 - $30,879	1,142 Added 0.83%	138,616 $3.45 Million

Q3 2024 Oct 18, 2024	BUY	$24.29 - $27.25 $1.3 Million - $1.46 Million	53,461 Added 63.63%	137,474 $3.71 Million
Q2 2024 Jul 30, 2024	BUY	$24.57 - $26.36 $1.17 Million - $1.25 Million	47,467 Added 129.88%	84,013 $2.14 Million
Q1 2024 Apr 16, 2024	BUY	$23.42 - $25.45 $855,907 - $930,095	36,546 New	36,546 $929,000

Others Institutions Holding DFAX

# of Institutions

667

Shares Held

258M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Cyndeo Wealth Partners, LLC Dimensional ETF Tr Transaction History