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 733,079 shares of DFAI stock, worth $27.2 Million. This represents 3.95% of its overall portfolio holdings.

Number of Shares

733,079

Previous 684,509 7.1%

Holding current value

$27.2 Million

Previous $24.9 Billion 12.28%

% of portfolio

3.95%

Previous 3.93%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$35.82 - $37.52 $1.74 Million - $1.82 Million	48,570 Added 7.1%	733,079 $27.9 Billion
Q3 2025 Oct 09, 2025	BUY	$34.05 - $36.55 $1.4 Million - $1.5 Million	41,042 Added 6.38%	684,509 $24.9 Billion
Q2 2025 Jul 02, 2025	BUY	$28.02 - $34.71 $761,975 - $943,903	27,194 Added 4.41%	643,467 $22.2 Billion
Q1 2025 Apr 14, 2025	BUY	$28.88 - $32.4 $236,816 - $265,680	8,200 Added 1.35%	616,273 $18.2 Billion
Q4 2024 Jan 13, 2025	BUY	$29.0 - $31.6 $655,023 - $713,749	22,587 Added 3.86%	608,073 $17.6 Billion

Q3 2024 Oct 09, 2024	BUY	$28.69 - $32.06 $1.22 Million - $1.36 Million	42,569 Added 7.84%	585,486 $18.3 Billion
Q2 2024 Jul 17, 2024	BUY	$28.93 - $30.91 $15.7 Million - $16.8 Million	542,917 New	542,917 $16.7 Billion

Others Institutions Holding DFAI

# of Institutions

728

Shares Held

287M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Financial Group, LLC with notifications on news.

Account

Fiduciary Financial Group, LLC Dimensional ETF Tr Transaction History