Ownership history in Aerodigm Wealth, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Aerodigm Wealth, LLC reported a position in DIMENSIONAL ETF TRUST (DFAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 43,264 | -2,978 | -6.4% | 0.91% | $2.6M | $59.54 |
| 2025 Q3 | REDUCED | 46,242 | -168 | -0.4% | 1.14% | $2.7M | $57.98 |
| 2025 Q2 | ADDED | 46,410 | +2,840 | +6.5% | 1.20% | $2.5M | $53.49 |
| 2025 Q1 | REDUCED | 43,570 | -2,066 | -4.5% | 1.25% | $2.2M | $50.81 |
| 2024 Q4 | REDUCED | 45,636 | -952 | -2.0% | 1.52% | $2.5M | $54.76 |
| 2024 Q3 | REDUCED | 46,588 | -47,228 | -50.3% | 1.64% | $2.6M | $54.53 |
| 2024 Q2 | ADDED | 93,816 | +44,862 | +91.6% | 2.24% | $4.9M | $50.66 |
| 2024 Q1 | REDUCED | 48,954 | -26 | -0.1% | 1.08% | $2.7M | $52.94 |
| 2023 Q4 | REDUCED | 48,980 | -590 | -1.2% | 1.16% | $2.6M | $50.80 |
| 2023 Q3 | REDUCED | 49,570 | -743 | -1.5% | 2.18% | $2.3M | $44.18 |
As of 2025 Q4 — sorted by position size