M Holdings Securities, Inc. Dimensional ETF Tr Transaction History

M Holdings Securities, Inc.

$473 Million
Q3 2025

A detailed history of M Holdings Securities, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, M Holdings Securities, Inc. holds 11,611 shares of DFAI stock, worth $430,651. This represents 0.09% of its overall portfolio holdings.

Number of Shares

11,611

Previous 11,611 -0.0%

Holding current value

$430,651

Previous $400,000 5.5%

% of portfolio

0.09%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$28.02 - $34.71 $325,340 - $403,017	11,611 New	11,611 $400,000
Q4 2023 Feb 14, 2024	BUY	$24.88 - $28.69 $420,720 - $485,147	16,910 Added 2.43%	714,139 $20.5 Million
Q3 2023 Feb 14, 2024	BUY	$26.0 - $28.17 $8.38 Million - $9.08 Million	322,237 Added 85.93%	697,229 $18.2 Million
Q2 2023 Sep 26, 2023	SELL	$26.46 - $28.05 $5.69 Million - $6.04 Million	-215,177 Reduced 36.46%	374,992 $10.2 Million
Q1 2023 May 15, 2023	BUY	$25.21 - $27.45 $5.79 Million - $6.3 Million	229,551 Added 63.65%	590,169 $15.9 Million

Q4 2022 Feb 10, 2023	BUY	$21.47 - $25.85 $3.87 Million - $4.66 Million	180,252 Added 99.94%	360,618 $9.03 Million
Q3 2022 Nov 16, 2022	BUY	$21.44 - $25.78 $610,718 - $734,343	28,485 Added 18.75%	180,366 $3.89 Million
Q2 2022 Aug 16, 2022	BUY	$23.87 - $28.49 $2.35 Million - $2.8 Million	98,360 Added 183.78%	151,881 $3.67 Million
Q1 2022 May 24, 2022	BUY	$25.94 - $30.08 $1.39 Million - $1.61 Million	53,521 New	53,521 $1.51 Million

Others Institutions Holding DFAI

# of Institutions

711

Shares Held

283M

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 M Holdings Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on M Holdings Securities, Inc. with notifications on news.

Account

M Holdings Securities, Inc. Dimensional ETF Tr Transaction History