Vested Financial Planning, LLC Dimensional ETF Tr Transaction History

Vested Financial Planning, LLC

  • $130 Billion
  • Q4 2025

A detailed history of Vested Financial Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vested Financial Planning, LLC holds 554,379 shares of DFAX stock, worth $17.7 Million. This represents 13.97% of its overall portfolio holdings.

Number of Shares
554,379
Previous 553,615 0.14%
Holding current value
$17.7 Million
Previous $17.4 Billion 4.45%
% of portfolio
13.97%
Previous 14.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026
BUY
$30.71 - $32.34 $23,462 - $24,707
764 Added 0.14%
554,379 $18.1 Billion
Q3 2025

Oct 28, 2025
BUY
$29.25 - $31.56 $219,521 - $236,857
7,505 Added 1.37%
553,615 $17.4 Billion
Q2 2025

Jul 21, 2025
SELL
$23.37 - $29.39 $783,245 - $985,005
-33,515 Reduced 5.78%
546,110 $16 Billion
Q1 2025

Apr 29, 2025
SELL
$24.45 - $27.2 $1.38 Million - $1.54 Million
-56,587 Reduced 8.89%
579,625 $15.2 Billion
Q4 2024

Jan 28, 2025
BUY
$24.76 - $27.04 $15.8 Million - $17.2 Million
636,212 New
636,212 $15.8 Billion

Others Institutions Holding DFAX

# of Institutions
672
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Vested Financial Planning, LLC Portfolio

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

News

Stay updated on Vested Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email