United Advisor Group, LLC Dimensional ETF Tr Transaction History

United Advisor Group, LLC

$476 Million
Q4 2024

A detailed history of United Advisor Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, United Advisor Group, LLC holds 154,898 shares of DFAI stock, worth $5.02 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

154,898

Previous 116,934 32.47%

Holding current value

$5.02 Million

Previous $3.72 Million 21.72%

% of portfolio

0.95%

Previous 0.88%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 24, 2025	BUY	$29.0 - $31.6 $1.1 Million - $1.2 Million	37,964 Added 32.47%	154,898 $4.52 Million
Q3 2024 Oct 30, 2024	BUY	$28.69 - $32.06 $228,802 - $255,678	7,975 Added 7.32%	116,934 $3.72 Million
Q2 2024 Aug 08, 2024	BUY	$28.93 - $30.91 $618,176 - $660,484	21,368 Added 24.4%	108,959 $3.23 Million
Q1 2024 May 14, 2024	BUY	$27.74 - $30.27 $2.43 Million - $2.65 Million	87,591 New	87,591 $2.65 Million

Others Institutions Holding DFAI

# of Institutions

608

Shares Held

230M

Call Options Held

3.7K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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United Advisor Group, LLC Dimensional ETF Tr Transaction History