Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025

SELL
$28.02 - $34.71 $47,437 - $58,764
-1,693 Reduced 11.85%
12,596 $435,000
Q1 2025

Apr 30, 2025

BUY
$28.88 - $32.4 $412,666 - $462,963
14,289 New
14,289 $446,000
Q3 2024

Nov 14, 2024

BUY
$28.69 - $32.06 $1.15 Million - $1.28 Million
40,056 New
40,056 $1.27 Million

Others Institutions Holding DFAI

About DIMENSIONAL ETF TR


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

Track Trek Financial, LLC Portfolio

Follow Trek Financial, 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 Trek Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trek Financial, LLC with notifications on news.