Trademark Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History

Trademark Financial Management, LLC

  • $126 Billion
  • Q3 2024

A detailed history of Trademark Financial Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Trademark Financial Management, LLC holds 7,862 shares of DFIS stock, worth $199,852. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,862
Previous 12,620 37.7%
Holding current value
$199,852
Previous $311 Million 32.13%
% of portfolio
0.17%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$24.06 - $26.97 $114,477 - $128,323
-4,758 Reduced 37.7%
7,862 $211 Million
Q2 2024

Jul 30, 2024
BUY
$24.08 - $25.86 $8,668 - $9,309
360 Added 2.94%
12,620 $311 Million
Q1 2024

May 07, 2024
SELL
$23.13 - $25.1 $562,359 - $610,256
-24,313 Reduced 66.48%
12,260 $307 Million
Q4 2023

Feb 13, 2024
BUY
$20.55 - $24.23 $751,575 - $886,163
36,573 New
36,573 $884 Million

Others Institutions Holding DFIS

# of Institutions
187
Shares Held
78.5M
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 Trademark Financial Management, LLC Portfolio

Follow Trademark Financial Management, 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 Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email