Diversify Wealth Management, LLC Dimensional ETF Tr Transaction History

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025

A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 18,642 shares of DFAX stock, worth $596,730. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,642
Previous 21,106 11.67%
Holding current value
$596,730
Previous $642 Million 7.58%
% of portfolio
0.03%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$29.25 - $31.56 $72,072 - $77,763
-2,464 Reduced 11.67%
18,642 $593 Million
Q2 2025

Aug 14, 2025
SELL
$23.37 - $29.39 $106,754 - $134,253
-4,568 Reduced 17.79%
21,106 $642 Million
Q1 2025

Apr 30, 2025
SELL
$24.45 - $27.2 $112,738 - $125,419
-4,611 Reduced 15.23%
25,674 $692 Million
Q4 2024

Jan 16, 2025
BUY
$24.76 - $27.04 $5,546 - $6,056
224 Added 0.75%
30,285 $743 Million
Q3 2024

Oct 25, 2024
SELL
$24.29 - $27.25 $18,921 - $21,227
-779 Reduced 2.53%
30,061 $782 Million
Q2 2024

Aug 08, 2024
BUY
$24.57 - $26.36 $757,738 - $812,942
30,840 New
30,840 $749 Million

Others Institutions Holding DFAX

# of Institutions
667
Shares Held
257M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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