United Wealth Management, LLC Dimensional ETF Tr Transaction History

United Wealth Management, LLC

  • $367 Billion
  • Q3 2025

A detailed history of United Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, United Wealth Management, LLC holds 99,673 shares of DFAX stock, worth $3.19 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
99,673
Previous 100,741 1.06%
Holding current value
$3.19 Million
Previous $2.96 Billion 5.71%
% of portfolio
0.85%
Previous 0.86%

Shares

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

Nov 12, 2025
SELL
$29.25 - $31.56 $31,239 - $33,706
-1,068 Reduced 1.06%
99,673 $3.13 Billion
Q2 2025

Aug 13, 2025
SELL
$23.37 - $29.39 $81,748 - $102,806
-3,498 Reduced 3.36%
100,741 $2.96 Billion
Q1 2025

May 01, 2025
SELL
$24.45 - $27.2 $78,142 - $86,931
-3,196 Reduced 2.97%
104,239 $2.73 Billion
Q4 2024

Feb 10, 2025
BUY
$24.76 - $27.04 $2.66 Million - $2.91 Million
107,435 New
107,435 $2.67 Billion

Others Institutions Holding DFAX

# of Institutions
666
Shares Held
257M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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