Marshall Financial Group LLC Dimensional ETF Tr Transaction History

Marshall Financial Group LLC

$460 Million
Q4 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 25,262 shares of DFAI stock, worth $936,967. This represents 0.2% of its overall portfolio holdings.

Number of Shares

25,262

Previous 26,345 4.11%

Holding current value

$936,967

Previous $957,000 2.19%

% of portfolio

0.2%

Previous 0.21%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	$35.82 - $37.52 $38,793 - $40,634	-1,083 Reduced 4.11%	25,262 $936,000
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

728

Shares Held

287M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

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Marshall Financial Group LLC Dimensional ETF Tr Transaction History