Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ae Wealth Management LLC holds 5,842 shares of DFSV stock, worth $183,438. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,842

Previous 3,438 69.92%

Holding current value

$183,438

Previous $101,000 84.16%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$29.2 - $32.74 $70,196 - $78,706	2,404 Added 69.92%	5,842 $186,000
Q2 2025 Aug 06, 2025	BUY	$24.21 - $29.47 $66,722 - $81,219	2,756 Added 404.11%	3,438 $101,000
Q1 2025 May 06, 2025	SELL	$27.56 - $32.1 $2,921 - $3,402	-106 Reduced 13.45%	682 $19,000
Q4 2024 Feb 13, 2025	BUY	$30.18 - $33.87 $23,781 - $26,689	788 New	788 $24,000
Q4 2023 Feb 14, 2024	BUY	$23.61 - $29.53 $524,260 - $655,713	22,205 Added 3.59%	640,618 $18.7 Million

Q3 2023 Oct 11, 2023	BUY	$24.97 - $27.69 $657,085 - $728,662	26,315 Added 4.44%	618,413 $15.7 Million
Q2 2023 Jul 10, 2023	BUY	$23.17 - $25.7 $649,663 - $720,602	28,039 Added 4.97%	592,098 $15.2 Million
Q1 2023 Apr 14, 2023	BUY	$23.74 - $28.31 $13.4 Million - $16 Million	564,059 New	564,059 $14.1 Million

Others Institutions Holding DFSV

# of Institutions

496

Shares Held

140M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History