Daner Wealth Management, LLC Dimensional ETF Tr Transaction History

Daner Wealth Management, LLC

  • $150 Million
  • Q3 2025

A detailed history of Daner Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Daner Wealth Management, LLC holds 118,306 shares of DFAE stock, worth $3.84 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares
118,306
Previous 117,722 0.5%
Holding current value
$3.84 Million
Previous $3.54 Billion 99.89%
% of portfolio
2.49%
Previous 2.44%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$28.84 - $31.84 $16,842 - $18,594
584 Added 0.5%
118,306 $3.73 Million
Q2 2025

Aug 13, 2025
SELL
$22.87 - $28.95 $143,509 - $181,661
-6,275 Reduced 5.06%
117,722 $3.54 Billion
Q4 2024

Feb 04, 2025
BUY
$25.36 - $28.15 $3.14 Million - $3.49 Million
123,997 New
123,997 $3.21 Billion

Others Institutions Holding DFAE

# of Institutions
635
Shares Held
186M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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