Discipline Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History

Discipline Wealth Solutions, LLC

  • $207 Million
  • Q4 2024

A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 286,879 shares of DFIS stock, worth $7.43 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares
286,879
Previous 250,226 14.65%
Holding current value
$7.43 Million
Previous $6.71 Million 4.95%
% of portfolio
3.41%
Previous 3.69%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 26, 2025
BUY
$24.25 - $26.7 $888,835 - $978,635
36,653 Added 14.65%
286,879 $7.05 Million
Q3 2024

Nov 19, 2024
BUY
$24.06 - $26.97 $759,093 - $850,903
31,550 Added 14.43%
250,226 $6.71 Million
Q2 2024

Aug 07, 2024
BUY
$24.08 - $25.86 $806,896 - $866,542
33,509 Added 18.1%
218,676 $5.39 Million
Q1 2024

May 03, 2024
BUY
$23.13 - $25.1 $511,704 - $555,287
22,123 Added 13.57%
185,167 $4.64 Million
Q4 2023

Feb 09, 2024
BUY
$20.55 - $24.23 $3.35 Million - $3.95 Million
163,044 New
163,044 $3.94 Million

Others Institutions Holding DFIS

# of Institutions
235
Shares Held
81.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
Track This Portfolio

Track Discipline Wealth Solutions, LLC Portfolio

Follow Discipline Wealth Solutions, 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 Discipline Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Discipline Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email