Balance Wealth, LLC Dimensional ETF Tr Transaction History

Balance Wealth, LLC

  • $312 Billion
  • Q4 2025

A detailed history of Balance Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Balance Wealth, LLC holds 8,020 shares of DFAI stock, worth $297,461. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,020
Previous 8,424 4.8%
Holding current value
$297,461
Previous $306 Million 0.19%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Jan 21, 2026
SELL
$35.82 - $37.52 $14,471 - $15,158
-404 Reduced 4.8%
8,020 $306 Million
Q3 2025

Oct 20, 2025
SELL
$34.05 - $36.55 $4,392 - $4,714
-129 Reduced 1.51%
8,424 $306 Million
Q2 2025

Aug 13, 2025
SELL
$28.02 - $34.71 $139,959 - $173,376
-4,995 Reduced 36.87%
8,553 $296 Million
Q1 2025

Apr 23, 2025
BUY
$28.88 - $32.4 $391,266 - $438,955
13,548 New
13,548 $423 Million

Others Institutions Holding DFAI

# of Institutions
724
Shares Held
288M
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
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