Ae Wealth Management LLC Dimensional ETF Tr Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 300,670 shares of DFAE stock, worth $9.77 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

300,670

Previous 316,464 4.99%

Holding current value

$9.77 Million

Previous $9.16 Million 3.48%

% of portfolio

0.07%

Previous 0.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$28.84 - $31.84 $455,498 - $502,880	-15,794 Reduced 4.99%	300,670 $9.48 Million
Q2 2025 Aug 06, 2025	BUY	$22.87 - $28.95 $754,892 - $955,581	33,008 Added 11.64%	316,464 $9.16 Million
Q1 2025 May 06, 2025	BUY	$24.64 - $26.86 $571,229 - $622,695	23,183 Added 8.91%	283,456 $7.34 Million
Q4 2024 Feb 13, 2025	BUY	$25.36 - $28.15 $744,239 - $826,118	29,347 Added 12.71%	260,273 $6.6 Million
Q3 2024 Nov 14, 2024	BUY	$24.46 - $27.82 $711,394 - $809,116	29,084 Added 14.41%	230,926 $6.33 Million

Q2 2024 Aug 12, 2024	BUY	$24.03 - $26.3 $361,867 - $396,051	15,059 Added 8.06%	201,842 $5.22 Million
Q1 2024 May 15, 2024	BUY	$22.74 - $24.88 $429,808 - $470,256	18,901 Added 11.26%	186,783 $4.62 Million
Q4 2023 Feb 14, 2024	BUY	$21.63 - $24.11 $566,879 - $631,874	26,208 Added 18.5%	167,882 $4.05 Million
Q3 2023 Oct 11, 2023	BUY	$22.43 - $24.83 $562,118 - $622,264	25,061 Added 21.49%	141,674 $3.2 Million
Q2 2023 Jul 10, 2023	BUY	$22.38 - $24.3 $188,215 - $204,363	8,410 Added 7.77%	116,613 $2.74 Million
Q1 2023 Apr 14, 2023	BUY	$21.78 - $24.36 $835,088 - $934,011	38,342 Added 54.88%	108,203 $2.49 Million
Q4 2022 Jan 31, 2023	BUY	$19.67 - $22.73 $324,712 - $375,226	16,508 Added 30.94%	69,861 $1.53 Million
Q3 2022 Oct 25, 2022	BUY	$20.09 - $23.68 $180,408 - $212,646	8,980 Added 20.24%	53,353 $1.07 Million
Q2 2022 Aug 03, 2022	BUY	$22.9 - $27.06 $360,171 - $425,599	15,728 Added 54.91%	44,373 $1.03 Million
Q1 2022 Apr 18, 2022	BUY	$24.29 - $28.31 $695,787 - $810,939	28,645 New	28,645 $752,000

Others Institutions Holding DFAE

# of Institutions

635

Shares Held

186M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Ae Wealth Management LLC Dimensional ETF Tr Transaction History