Captrust Financial Advisors Dimensional ETF Tr Transaction History

Captrust Financial Advisors

$46.7 Billion
Q3 2025

A detailed history of Captrust Financial Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 254,930 shares of DFAE stock, worth $8.29 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

254,930

Previous 283,313 10.02%

Holding current value

$8.29 Million

Previous $8.2 Million 2.0%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 19, 2025	SELL	$28.84 - $31.84 $818,565 - $903,714	-28,383 Reduced 10.02%	254,930 $8.04 Million
Q2 2025 Aug 14, 2025	BUY	$22.87 - $28.95 $23,784 - $30,108	1,040 Added 0.37%	283,313 $8.2 Million
Q1 2025 May 14, 2025	BUY	$24.64 - $26.86 $714 - $778	29 Added 0.01%	282,273 $7.31 Million
Q4 2024 Feb 14, 2025	SELL	$25.36 - $28.15 $287,151 - $318,742	-11,323 Reduced 3.86%	282,244 $7.16 Million
Q3 2024 Nov 14, 2024	BUY	$24.46 - $27.82 $100,359 - $114,145	4,103 Added 1.42%	293,567 $8.05 Million

Q2 2024 Aug 14, 2024	BUY	$24.03 - $26.3 $56,638 - $61,989	2,357 Added 0.82%	289,464 $7.49 Million
Q1 2024 May 15, 2024	BUY	$22.74 - $24.88 $641,904 - $702,312	28,228 Added 10.9%	287,107 $7.1 Million
Q4 2023 Feb 14, 2024	BUY	$21.63 - $24.11 $103,239 - $115,077	4,773 Added 1.88%	258,879 $6.24 Million
Q3 2023 Nov 14, 2023	BUY	$22.43 - $24.83 $432,270 - $478,523	19,272 Added 8.21%	254,106 $5.74 Million
Q2 2023 Aug 14, 2023	BUY	$22.38 - $24.3 $1.75 Million - $1.91 Million	78,418 Added 50.13%	234,834 $5.51 Million
Q1 2023 May 15, 2023	BUY	$21.78 - $24.36 $82,393 - $92,153	3,783 Added 2.48%	156,416 $3.6 Million
Q4 2022 Feb 15, 2023	BUY	$19.67 - $22.73 $3 Million - $3.47 Million	152,633 New	152,633 $3.35 Million
Q2 2022 Aug 23, 2022	SELL	$22.9 - $27.06 $20,678 - $24,435	-903 Reduced 67.84%	428 $10,000
Q2 2022 Aug 16, 2022	SELL	$22.9 - $27.06 $1.23 Million - $1.46 Million	-53,838 Reduced 97.59%	1,331 $31,000
Q4 2021 Feb 14, 2022	BUY	$26.45 - $28.31 $1.46 Million - $1.56 Million	55,169 New	55,169 $1.51 Million

Others Institutions Holding DFAE

# of Institutions

635

Shares Held

186M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Captrust Financial Advisors Dimensional ETF Tr Transaction History