United Advisor Group, LLC Dimensional ETF Tr Transaction History

United Advisor Group, LLC

$689 Million
Q3 2025

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 182,944 shares of DFAI stock, worth $6.79 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

182,944

Previous 136,402 34.12%

Holding current value

$6.79 Million

Previous $4.72 Million 41.04%

% of portfolio

0.96%

Previous 0.88%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$34.05 - $36.55 $1.58 Million - $1.7 Million	46,542 Added 34.12%	182,944 $6.65 Million
Q2 2025 Aug 11, 2025	SELL	$28.02 - $34.71 $636,754 - $788,784	-22,725 Reduced 14.28%	136,402 $4.72 Million
Q1 2025 Apr 21, 2025	BUY	$28.88 - $32.4 $122,133 - $137,019	4,229 Added 2.73%	159,127 $4.97 Million
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

711

Shares Held

283M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

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United Advisor Group, LLC Dimensional ETF Tr Transaction History