Waddell & Associates, LLC Dimensional ETF Tr Transaction History

Waddell & Associates, LLC

  • $1.16 Billion
  • Q3 2025

A detailed history of Waddell & Associates, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Waddell & Associates, LLC holds 52,284 shares of DFAE stock, worth $1.7 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
52,284
Previous 53,533 2.33%
Holding current value
$1.7 Million
Previous $1.55 Million 6.39%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Nov 10, 2025
SELL
$28.84 - $31.84 $36,021 - $39,768
-1,249 Reduced 2.33%
52,284 $1.65 Million
Q2 2025

Aug 12, 2025
BUY
$22.87 - $28.95 $15,986 - $20,236
699 Added 1.32%
53,533 $1.55 Million
Q1 2025

May 07, 2025
SELL
$24.64 - $26.86 $112,038 - $122,132
-4,547 Reduced 7.92%
52,834 $1.37 Million
Q4 2024

May 14, 2025
BUY
$25.36 - $28.15 $115,311 - $127,998
4,547 Added 8.61%
57,381 $1.46 Million
Q4 2024

Feb 13, 2025
BUY
$25.36 - $28.15 $16,078 - $17,847
634 Added 1.12%
57,381 $1.46 Million
Q3 2024

Nov 12, 2024
SELL
$24.46 - $27.82 $45,617 - $51,884
-1,865 Reduced 3.18%
56,747 $1.56 Million
Q2 2024

Aug 06, 2024
SELL
$24.03 - $26.3 $9,852 - $10,783
-410 Reduced 0.69%
58,612 $1.52 Million
Q1 2024

May 08, 2024
SELL
$22.74 - $24.88 $693,183 - $758,417
-30,483 Reduced 34.06%
59,022 $1.46 Million
Q4 2023

Feb 14, 2024
BUY
$21.63 - $24.11 $1,838 - $2,049
85 Added 0.1%
89,505 $2.16 Million
Q4 2022

Feb 09, 2023
BUY
$19.67 - $22.73 $1.21 Million - $1.4 Million
61,720 Added 222.82%
89,420 $1.96 Million
Q3 2022

Nov 02, 2022
BUY
$20.09 - $23.68 $70,897 - $83,566
3,529 Added 14.6%
27,700 $556,000
Q2 2022

Jul 27, 2022
BUY
$22.9 - $27.06 $553,515 - $654,067
24,171 New
24,171 $560,000

Others Institutions Holding DFAE

# of Institutions
635
Shares Held
186M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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