Highland Financial Advisors, LLC Dimensional ETF Tr Transaction History

Highland Financial Advisors, LLC

$346 Million
Q3 2025

A detailed history of Highland Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 727,979 shares of DFAU stock, worth $33.5 Million. This represents 9.64% of its overall portfolio holdings.

Number of Shares

727,979

Previous 694,295 4.85%

Holding current value

$33.5 Million

Previous $29.4 Million 13.27%

% of portfolio

9.64%

Previous 9.53%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$42.42 - $45.96 $1.43 Million - $1.55 Million	33,684 Added 4.85%	727,979 $33.3 Million
Q2 2025 Jul 15, 2025	BUY	$34.04 - $42.36 $532,487 - $662,637	15,643 Added 2.31%	694,295 $29.4 Million
Q1 2025 Apr 08, 2025	BUY	$37.84 - $42.29 $1.6 Million - $1.79 Million	42,375 Added 6.66%	678,652 $25.9 Million
Q4 2024 Jan 30, 2025	BUY	$39.27 - $42.38 $452,822 - $488,683	11,531 Added 1.85%	636,277 $25.8 Million
Q3 2024 Oct 30, 2024	BUY	$35.8 - $39.69 $646,225 - $716,444	18,051 Added 2.98%	624,746 $24.8 Million

Q2 2024 Jul 17, 2024	BUY	$34.53 - $37.67 $2.63 Million - $2.86 Million	76,038 Added 14.33%	606,695 $22.7 Million
Q1 2024 May 06, 2024	SELL	$32.59 - $36.54 $226,011 - $253,404	-6,935 Reduced 1.29%	530,657 $19.4 Million
Q4 2023 Jan 18, 2024	BUY	$28.58 - $33.37 $418,496 - $488,636	14,643 Added 2.8%	537,592 $17.9 Million
Q3 2023 Oct 25, 2023	SELL	$29.79 - $32.13 $21,567 - $23,262	-724 Reduced 0.14%	522,949 $15.7 Million
Q2 2023 Jul 13, 2023	SELL	$28.25 - $30.99 $23,730 - $26,031	-840 Reduced 0.16%	523,673 $16.2 Million
Q1 2023 Apr 17, 2023	BUY	$26.87 - $29.65 $304,759 - $336,290	11,342 Added 2.21%	524,513 $15.1 Million
Q4 2022 Feb 08, 2023	BUY	$25.24 - $28.83 $2.25 Million - $2.57 Million	89,157 Added 21.03%	513,171 $13.9 Million
Q3 2022 Nov 15, 2022	BUY	$25.15 - $30.14 $1.49 Million - $1.78 Million	59,215 Added 16.23%	424,014 $10.7 Million
Q2 2022 Aug 04, 2022	BUY	$25.69 - $31.79 $9.37 Million - $11.6 Million	364,799 New	364,799 $9.64 Million

Others Institutions Holding DFAU

# of Institutions

546

Shares Held

149M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

Track This Portfolio

Portfolio Update

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

News

Stay updated on Highland Financial Advisors, LLC with notifications on news.

Account

Highland Financial Advisors, LLC Dimensional ETF Tr Transaction History