Fiduciary Financial Group, LLC Dimensional ETF Tr Transaction History

Fiduciary Financial Group, LLC

$708 Billion
Q4 2025

A detailed history of Fiduciary Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 713,808 shares of DFAE stock, worth $23.2 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares

713,808

Previous 666,821 7.05%

Holding current value

$23.2 Million

Previous $21 Billion 10.58%

% of portfolio

3.28%

Previous 3.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$30.74 - $33.05 $1.44 Million - $1.55 Million	46,987 Added 7.05%	713,808 $23.2 Billion
Q3 2025 Oct 09, 2025	BUY	$28.84 - $31.84 $976,926 - $1.08 Million	33,874 Added 5.35%	666,821 $21 Billion
Q2 2025 Jul 02, 2025	BUY	$22.87 - $28.95 $868,899 - $1.1 Million	37,993 Added 6.39%	632,947 $18.4 Billion
Q1 2025 Apr 14, 2025	BUY	$24.64 - $26.86 $135,938 - $148,186	5,517 Added 0.94%	594,954 $14.3 Billion
Q4 2024 Jan 13, 2025	BUY	$25.36 - $28.15 $422,091 - $468,528	16,644 Added 2.91%	589,437 $14.6 Billion

Q3 2024 Oct 09, 2024	BUY	$24.46 - $27.82 $1.19 Million - $1.36 Million	48,807 Added 9.31%	572,793 $15.7 Billion
Q2 2024 Jul 17, 2024	BUY	$24.03 - $26.3 $12.6 Million - $13.8 Million	523,986 New	523,986 $14.1 Billion

Others Institutions Holding DFAE

# of Institutions

635

Shares Held

187M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Fiduciary Financial Group, LLC Dimensional ETF Tr Transaction History