Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Transaction History

Allegiance Financial Group Advisory Services LLC

$435 Billion
Q3 2025

A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 470,305 shares of DFAI stock, worth $17.4 Million. This represents 3.93% of its overall portfolio holdings.

Number of Shares

470,305

Previous 426,249 10.34%

Holding current value

$17.4 Million

Previous $14.7 Billion 16.02%

% of portfolio

3.93%

Previous 3.9%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$34.05 - $36.55 $1.5 Million - $1.61 Million	44,056 Added 10.34%	470,305 $17.1 Billion
Q2 2025 Jul 23, 2025	BUY	$28.02 - $34.71 $888,374 - $1.1 Million	31,705 Added 8.04%	426,249 $14.7 Billion
Q1 2025 May 05, 2025	BUY	$28.88 - $32.4 $1.04 Million - $1.17 Million	36,064 Added 10.06%	394,544 $12.3 Billion
Q4 2024 Feb 04, 2025	BUY	$29.0 - $31.6 $816,785 - $890,014	28,165 Added 8.53%	358,480 $10.5 Billion
Q3 2024 Nov 13, 2024	BUY	$28.69 - $32.06 $603,694 - $674,606	21,042 Added 6.8%	330,315 $10.5 Billion

Q2 2024 Jul 24, 2024	BUY	$28.93 - $30.91 $1.03 Million - $1.1 Million	35,653 Added 13.03%	309,273 $9.18 Billion
Q1 2024 Apr 30, 2024	BUY	$27.74 - $30.27 $964,186 - $1.05 Million	34,758 Added 14.55%	273,620 $8.27 Billion
Q4 2023 Jan 22, 2024	BUY	$24.88 - $28.69 $907,149 - $1.05 Million	36,461 Added 18.01%	238,862 $6.84 Billion
Q3 2023 Oct 31, 2023	BUY	$26.0 - $28.17 $834,886 - $904,566	32,111 Added 18.86%	202,401 $5.28 Billion
Q2 2023 Jul 26, 2023	BUY	$26.46 - $28.05 $1.53 Million - $1.62 Million	57,637 Added 51.16%	170,290 $4.65 Billion
Q1 2023 Apr 25, 2023	BUY	$25.21 - $27.45 $1.06 Million - $1.16 Million	42,153 Added 59.79%	112,653 $3.04 Billion
Q4 2022 Feb 01, 2023	BUY	$21.47 - $25.85 $1.51 Million - $1.82 Million	70,500 New	70,500 $1.77 Billion

Others Institutions Holding DFAI

# of Institutions

711

Shares Held

283M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
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Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Transaction History