Vested Financial Planning, LLC Dimensional ETF Tr Transaction History

Vested Financial Planning, LLC

  • $123 Billion
  • Q3 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 553,615 shares of DFAX stock, worth $17.7 Million. This represents 14.09% of its overall portfolio holdings.

Number of Shares
553,615
Previous 546,110 1.37%
Holding current value
$17.7 Million
Previous $16 Billion 8.31%
% of portfolio
14.09%
Previous 14.27%

Shares

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