Assured Partners Investment Advisors, LLC Dimensional ETF Tr Transaction History

Assured Partners Investment Advisors, LLC

  • $449 Billion
  • Q3 2025

A detailed history of Assured Partners Investment Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 14,947 shares of DFAI stock, worth $554,384. This represents 0.12% of its overall portfolio holdings.

Number of Shares
14,947
Previous 15,367 2.73%
Holding current value
$554,384
Previous $531 Million 2.28%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Oct 06, 2025
SELL
$34.05 - $36.55 $14,300 - $15,350
-420 Reduced 2.73%
14,947 $543 Million
Q2 2025

Jul 29, 2025
BUY
$28.02 - $34.71 $5,547 - $6,872
198 Added 1.31%
15,367 $531 Million
Q1 2025

Apr 22, 2025
BUY
$28.88 - $32.4 $1,357 - $1,522
47 Added 0.31%
15,169 $474 Million
Q4 2024

Feb 12, 2025
BUY
$29.0 - $31.6 $438,538 - $477,855
15,122 New
15,122 $442 Million

Others Institutions Holding DFAI

# of Institutions
711
Shares Held
283M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Assured Partners Investment Advisors, LLC Portfolio

Follow Assured Partners Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Assured Partners Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Assured Partners Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email