A detailed history of M Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, M Wealth Management, LLC holds 656,989 shares of DFAU stock, worth $27.6 Million. This represents 24.29% of its overall portfolio holdings.

Number of Shares
656,989
Holding current value
$27.6 Million
% of portfolio
24.29%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025

BUY
$39.27 - $42.38 $25.8 Million - $27.8 Million
656,989 New
656,989 $26.6 Billion

Others Institutions Holding DFAU

About DIMENSIONAL ETF TR


  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track M Wealth Management, LLC Portfolio

Follow M Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of M Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on M Wealth Management, LLC with notifications on news.