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 37,639 shares of DFAU stock, worth $1.73 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

37,639

Previous 38,224 1.53%

Holding current value

$1.73 Million

Previous $1.75 Million 1.14%

% of portfolio

0.38%

Previous 0.38%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	$44.77 - $47.01 $26,190 - $27,500	-585 Reduced 1.53%	37,639 $1.73 Million
Q3 2025 Oct 08, 2025	BUY	$42.42 - $45.96 $3,436 - $3,722	81 Added 0.21%	38,224 $1.75 Million
Q2 2025 Jul 10, 2025	SELL	$34.04 - $42.36 $220,000 - $273,772	-6,463 Reduced 14.49%	38,143 $1.62 Million
Q1 2025 Apr 16, 2025	SELL	$37.84 - $42.29 $377,756 - $422,181	-9,983 Reduced 18.29%	44,606 $1.71 Million
Q4 2024 Jan 21, 2025	SELL	$39.27 - $42.38 $169,175 - $182,573	-4,308 Reduced 7.31%	54,589 $2.21 Million

Q3 2024 Oct 16, 2024	SELL	$35.8 - $39.69 $105,430 - $116,887	-2,945 Reduced 4.76%	58,897 $2.34 Million
Q2 2024 Jul 19, 2024	SELL	$34.53 - $37.67 $98,755 - $107,736	-2,860 Reduced 4.42%	61,842 $2.32 Million
Q1 2024 Apr 19, 2024	SELL	$32.59 - $36.54 $320,620 - $359,480	-9,838 Reduced 13.2%	64,702 $2.36 Million
Q4 2023 Jan 10, 2024	SELL	$28.58 - $33.37 $265,393 - $309,873	-9,286 Reduced 11.08%	74,540 $2.48 Million
Q3 2023 Oct 19, 2023	SELL	$29.79 - $32.13 $121,364 - $130,897	-4,074 Reduced 4.63%	83,826 $2.51 Million
Q2 2023 Jul 17, 2023	SELL	$28.25 - $30.99 $272,499 - $298,929	-9,646 Reduced 9.89%	87,900 $2.72 Million
Q1 2023 Apr 18, 2023	SELL	$26.87 - $29.65 $3,654 - $4,032	-136 Reduced 0.14%	97,546 $2.81 Million
Q4 2022 Feb 01, 2023	SELL	$25.24 - $28.83 $47,173 - $53,883	-1,869 Reduced 1.88%	97,682 $2.64 Million
Q3 2022 Oct 12, 2022	BUY	$25.15 - $30.14 $130,100 - $155,914	5,173 Added 5.48%	99,551 $2.5 Million
Q2 2022 Jul 25, 2022	BUY	$25.69 - $31.79 $1.41 Million - $1.75 Million	54,933 Added 139.26%	94,378 $2.49 Million
Q1 2022 May 10, 2022	BUY	$29.18 - $33.24 $439,742 - $500,926	15,070 Added 61.83%	39,445 $1.24 Million
Q4 2021 Jan 27, 2022	BUY	$30.17 - $33.15 $735,393 - $808,031	24,375 New	24,375 $804,000

Others Institutions Holding DFAU

# of Institutions

547

Shares Held

150M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
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Marshall Financial Group LLC Dimensional ETF Tr Transaction History