Beverly Hills Private Wealth, LLC Dimensional ETF Tr Transaction History

Beverly Hills Private Wealth, LLC

  • $567 Billion
  • Q3 2025

A detailed history of Beverly Hills Private Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 24,675 shares of DFAI stock, worth $915,195. This represents 0.16% of its overall portfolio holdings.

Number of Shares
24,675
Previous 24,675 -0.0%
Holding current value
$915,195
Previous $853 Million 5.15%
% of portfolio
0.16%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$28.02 - $34.71 $2,802 - $3,471
-100 Reduced 0.4%
24,675 $853 Million
Q4 2024

Feb 13, 2025
SELL
$29.0 - $31.6 $275,877 - $300,610
-9,513 Reduced 27.74%
24,775 $723 Million
Q3 2023

Nov 08, 2023
SELL
$26.0 - $28.17 $891,488 - $965,892
-34,288 Reduced 50.0%
34,288 $895 Million
Q2 2023

Aug 09, 2023
BUY
$26.46 - $28.05 $907,260 - $961,778
34,288 Added 100.0%
68,576 $1.88 Billion
Q4 2022

Feb 13, 2023
BUY
$21.47 - $25.85 $736,163 - $886,344
34,288 New
34,288 $859 Million

Others Institutions Holding DFAI

# of Institutions
711
Shares Held
283M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email