Marshall Financial Group LLC Dimensional ETF Tr Transaction History

Marshall Financial Group LLC

  • $458 Million
  • Q3 2025

A detailed history of Marshall Financial Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Marshall Financial Group LLC holds 26,345 shares of DFAI stock, worth $977,136. This represents 0.21% of its overall portfolio holdings.

Number of Shares
26,345
Previous 25,987 1.38%
Holding current value
$977,136
Previous $898,000 6.57%
% of portfolio
0.21%
Previous 0.19%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
BUY
$34.05 - $36.55 $12,189 - $13,084
358 Added 1.38%
26,345 $957,000
Q2 2025

Jul 10, 2025
SELL
$28.02 - $34.71 $40,853 - $50,607
-1,458 Reduced 5.31%
25,987 $898,000
Q1 2025

Apr 16, 2025
SELL
$28.88 - $32.4 $367,324 - $412,095
-12,719 Reduced 31.67%
27,445 $857,000
Q4 2024

Jan 21, 2025
SELL
$29.0 - $31.6 $14,297 - $15,578
-493 Reduced 1.21%
40,164 $1.17 Million
Q3 2024

Oct 16, 2024
SELL
$28.69 - $32.06 $88,106 - $98,456
-3,071 Reduced 7.02%
40,657 $1.29 Million
Q2 2024

Jul 19, 2024
SELL
$28.93 - $30.91 $84,996 - $90,813
-2,938 Reduced 6.3%
43,728 $1.3 Million
Q1 2024

Apr 19, 2024
SELL
$27.74 - $30.27 $313,989 - $342,626
-11,319 Reduced 19.52%
46,666 $1.41 Million
Q4 2023

Jan 10, 2024
SELL
$24.88 - $28.69 $246,212 - $283,916
-9,896 Reduced 14.58%
57,985 $1.66 Million
Q3 2023

Oct 19, 2023
SELL
$26.0 - $28.17 $194,792 - $211,049
-7,492 Reduced 9.94%
67,881 $1.77 Million
Q2 2023

Jul 17, 2023
SELL
$26.46 - $28.05 $413,993 - $438,870
-15,646 Reduced 17.19%
75,373 $2.06 Million
Q1 2023

Apr 18, 2023
SELL
$25.21 - $27.45 $87,579 - $95,361
-3,474 Reduced 3.68%
91,019 $2.45 Million
Q4 2022

Feb 01, 2023
SELL
$21.47 - $25.85 $40,900 - $49,244
-1,905 Reduced 1.98%
94,493 $2.37 Million
Q3 2022

Oct 12, 2022
BUY
$21.44 - $25.78 $28,515 - $34,287
1,330 Added 1.4%
96,398 $2.08 Million
Q2 2022

Jul 25, 2022
BUY
$23.87 - $28.49 $582,738 - $695,526
24,413 Added 34.55%
95,068 $2.3 Million
Q1 2022

May 10, 2022
BUY
$25.94 - $30.08 $356,415 - $413,299
13,740 Added 24.14%
70,655 $1.99 Million
Q4 2021

Jan 27, 2022
BUY
$28.27 - $30.4 $1.61 Million - $1.73 Million
56,915 New
56,915 $1.68 Million

Others Institutions Holding DFAI

# of Institutions
711
Shares Held
283M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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