Modern Wealth Management, LLC Dimensional ETF Tr Transaction History

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 8,303 shares of DFAX stock, worth $265,779. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,303

Previous 7,671 8.24%

Holding current value

$265,779

Previous $225,000 115695.11%

% of portfolio

0.01%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$29.25 - $31.56 $18,486 - $19,945	632 Added 8.24%	8,303 $261 Million
Q2 2025 Nov 12, 2025	BUY	$23.37 - $29.39 $3,715 - $4,673	159 Added 2.12%	7,671 $225,000
Q2 2025 Aug 14, 2025	BUY	$23.37 - $29.39 $175,555 - $220,777	7,512 New	7,512 $220,000
Q3 2024 May 30, 2025	BUY	$24.29 - $27.25 $188,150 - $211,078	7,746 New	7,746 $209,000
Q3 2024 May 29, 2025	BUY	$24.29 - $27.25 $188,150 - $211,078	7,746 New	7,746 $209,000

Q3 2024 Nov 05, 2024	SELL	$24.29 - $27.25 $39,301 - $44,090	-1,618 Reduced 17.28%	7,746 $209 Million
Q2 2024 May 29, 2025	BUY	$24.57 - $26.36 $230,073 - $246,835	9,364 New	9,364 $238,000
Q2 2024 Aug 07, 2024	BUY	$24.57 - $26.36 $230,073 - $246,835	9,364 New	9,364 $238 Million

Others Institutions Holding DFAX

# of Institutions

666

Shares Held

257M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Modern Wealth Management, LLC Dimensional ETF Tr Transaction History