Bordeaux Wealth Advisors LLC Dimensional ETF Tr Transaction History

Bordeaux Wealth Advisors LLC

$777 Million
Q2 2025

A detailed history of Bordeaux Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 16,571 shares of DFAI stock, worth $614,618. This represents 0.07% of its overall portfolio holdings.

Number of Shares

16,571

Previous 16,571 -0.0%

Holding current value

$614,618

Previous $517,000 10.64%

% of portfolio

0.07%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$29.0 - $31.6 $3,741 - $4,076	129 Added 0.78%	16,571 $483,000
Q3 2024 Nov 04, 2024	BUY	$28.69 - $32.06 $2,008 - $2,244	70 Added 0.43%	16,442 $522,000
Q2 2024 Aug 02, 2024	BUY	$28.93 - $30.91 $6,046 - $6,460	209 Added 1.29%	16,372 $485,000
Q1 2024 Apr 29, 2024	BUY	$27.74 - $30.27 $721 - $787	26 Added 0.16%	16,163 $488,000
Q4 2023 Feb 06, 2024	BUY	$24.88 - $28.69 $2,388 - $2,754	96 Added 0.6%	16,137 $462,000

Q3 2023 Oct 27, 2023	BUY	$26.0 - $28.17 $2,210 - $2,394	85 Added 0.53%	16,041 $418,000
Q2 2023 Aug 09, 2023	BUY	$26.46 - $28.05 $5,530 - $5,862	209 Added 1.33%	15,956 $435,000
Q1 2023 May 04, 2023	BUY	$25.21 - $27.45 $1,361 - $1,482	54 Added 0.34%	15,747 $424,000
Q4 2022 Feb 13, 2023	BUY	$21.47 - $25.85 $1,782 - $2,145	83 Added 0.53%	15,693 $392,000
Q3 2022 Nov 04, 2022	BUY	$21.44 - $25.78 $334,678 - $402,425	15,610 New	15,610 $337,000

Others Institutions Holding DFAI

# of Institutions

715

Shares Held

286M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Bordeaux Wealth Advisors LLC Dimensional ETF Tr Transaction History