Highland Financial Advisors, LLC Dimensional ETF Tr Transaction History

Highland Financial Advisors, LLC

$353 Million
Q4 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 744,328 shares of DFAU stock, worth $34.2 Million. This represents 9.69% of its overall portfolio holdings.

Number of Shares

744,328

Previous 727,979 2.25%

Holding current value

$34.2 Million

Previous $33.3 Million 2.67%

% of portfolio

9.69%

Previous 9.64%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$44.77 - $47.01 $731,944 - $768,566	16,349 Added 2.25%	744,328 $34.2 Million
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

552

Shares Held

155M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Highland Financial Advisors, LLC Dimensional ETF Tr Transaction History