Avondale Wealth Management Dimensional ETF Tr Transaction History

Avondale Wealth Management

$170 Million
Q3 2025

A detailed history of Avondale Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Avondale Wealth Management holds 376,215 shares of DFAE stock, worth $12.2 Million. This represents 6.96% of its overall portfolio holdings.

Number of Shares

376,215

Previous 362,622 3.75%

Holding current value

$12.2 Million

Previous $10.5 Million 13.0%

% of portfolio

6.96%

Previous 6.38%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	BUY	$28.84 - $31.84 $392,022 - $432,801	13,593 Added 3.75%	376,215 $11.9 Million
Q2 2025 Jul 17, 2025	SELL	$22.87 - $28.95 $1.7 Million - $2.15 Million	-74,328 Reduced 17.01%	362,622 $10.5 Million
Q1 2025 Apr 08, 2025	BUY	$24.64 - $26.86 $488,660 - $532,687	19,832 Added 4.75%	436,950 $11.3 Million
Q4 2024 Jan 10, 2025	BUY	$25.36 - $28.15 $671,025 - $744,849	26,460 Added 6.77%	417,118 $10.6 Million
Q3 2024 Oct 10, 2024	BUY	$24.46 - $27.82 $405,228 - $460,893	16,567 Added 4.43%	390,658 $10.7 Million

Q2 2024 Jul 12, 2024	SELL	$24.03 - $26.3 $282,592 - $309,288	-11,760 Reduced 3.05%	374,091 $9.68 Million
Q1 2024 Apr 02, 2024	BUY	$22.74 - $24.88 $431,673 - $472,297	18,983 Added 5.17%	385,851 $9.54 Million
Q4 2023 Jan 10, 2024	BUY	$21.63 - $24.11 $508,478 - $566,777	23,508 Added 6.85%	366,868 $8.85 Million
Q3 2023 Oct 10, 2023	SELL	$22.43 - $24.83 $785 - $869	-35 Reduced 0.01%	343,360 $7.75 Million
Q2 2023 Jul 06, 2023	BUY	$22.38 - $24.3 $7.69 Million - $8.34 Million	343,395 New	343,395 $8.06 Million

Others Institutions Holding DFAE

# of Institutions

635

Shares Held

186M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Avondale Wealth Management Dimensional ETF Tr Transaction History