Wealth Architects, LLC Dimensional ETF Tr Transaction History

Wealth Architects, LLC

$827 Million
Q4 2024

A detailed history of Wealth Architects, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealth Architects, LLC holds 117,607 shares of DFAX stock, worth $3.17 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

117,607

Previous 108,564 8.33%

Holding current value

$3.17 Million

Previous $2.93 Million 0.31%

% of portfolio

0.35%

Previous 0.35%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$24.76 - $27.04 $223,904 - $244,522	9,043 Added 8.33%	117,607 $2.92 Million
Q3 2024 Oct 31, 2024	BUY	$24.29 - $27.25 $125,967 - $141,318	5,186 Added 5.02%	108,564 $2.93 Million
Q2 2024 Aug 08, 2024	SELL	$24.57 - $26.36 $101,498 - $108,893	-4,131 Reduced 3.84%	103,378 $2.63 Million
Q1 2024 May 13, 2024	SELL	$23.42 - $25.45 $13,817 - $15,015	-590 Reduced 0.55%	107,509 $2.74 Million
Q4 2023 Feb 14, 2024	SELL	$21.44 - $24.42 $4,652 - $5,299	-217 Reduced 0.2%	108,099 $2.64 Million
Q3 2023 Nov 09, 2023	SELL	$22.41 - $24.35 $268,023 - $291,226	-11,960 Reduced 9.94%	108,316 $2.44 Million
Q2 2023 Aug 02, 2023	BUY	$22.56 - $24.03 $178,562 - $190,197	7,915 Added 7.04%	120,276 $2.8 Million
Q1 2023 Apr 21, 2023	BUY	$21.74 - $23.72 $125,918 - $137,386	5,792 Added 5.43%	112,361 $2.59 Million
Q4 2022 Feb 09, 2023	SELL	$18.81 - $22.36 $144,837 - $172,172	-7,700 Reduced 6.74%	106,569 $2.3 Million
Q3 2022 Oct 24, 2022	BUY	$18.89 - $22.64 $210,623 - $252,436	11,150 Added 10.81%	114,269 $2.16 Million
Q2 2022 Jul 29, 2022	SELL	$21.22 - $25.37 $96,487 - $115,357	-4,547 Reduced 4.22%	103,119 $2.21 Million
Q1 2022 May 17, 2022	BUY	$23.26 - $26.72 $255,511 - $293,519	10,985 Added 11.36%	107,666 $2.69 Million
Q4 2021 Jan 19, 2022	BUY	$25.17 - $26.82 $159,552 - $170,011	6,339 Added 7.02%	96,681 $2.52 Million
Q3 2021 Nov 09, 2021	BUY	$25.83 - $27.21 $2.33 Million - $2.46 Million	90,342 New	90,342 $2.34 Million

Others Institutions Holding DFAX

# of Institutions

573

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Wealth Architects, LLC Dimensional ETF Tr Transaction History