Optivise Advisory Services LLC Dimensional ETF Tr Transaction History

Optivise Advisory Services LLC

  • $173 Billion
  • Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 6,572 shares of DFAI stock, worth $243,755. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,572
Previous 6,572 -0.0%
Holding current value
$243,755
Previous $239 Million 4.84%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 17, 2025
SELL
$34.05 - $36.55 $163,678 - $175,695
-4,807 Reduced 42.24%
6,572 $239 Million
Q2 2025

Aug 05, 2025
BUY
$28.02 - $34.71 $61,475 - $76,153
2,194 Added 23.89%
11,379 $393 Million
Q3 2024

Nov 12, 2024
BUY
$28.69 - $32.06 $263,517 - $294,471
9,185 New
9,185 $292 Million

Others Institutions Holding DFAI

# of Institutions
713
Shares Held
284M
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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