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 36,118 shares of DFAU stock, worth $1.66 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
36,118
Previous 39,729 9.09%
Holding current value
$1.66 Million
Previous $1.82 Billion 7.02%
% of portfolio
0.54%
Previous 0.45%

Shares

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

Jan 21, 2026
SELL
$44.77 - $47.01 $161,664 - $169,753
-3,611 Reduced 9.09%
36,118 $1.69 Billion
Q3 2025

Oct 20, 2025
SELL
$42.42 - $45.96 $33,766 - $36,584
-796 Reduced 1.96%
39,729 $1.82 Billion
Q2 2025

Aug 13, 2025
SELL
$34.04 - $42.36 $205,091 - $255,219
-6,025 Reduced 12.94%
40,525 $1.72 Billion
Q1 2025

Apr 23, 2025
BUY
$37.84 - $42.29 $1.76 Million - $1.97 Million
46,550 New
46,550 $1.79 Billion

Others Institutions Holding DFAU

# of Institutions
556
Shares Held
155M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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