Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ae Wealth Management LLC holds 5,096 shares of DFIS stock, worth $160,116. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,096
Previous 3,428 48.66%
Holding current value
$160,116
Previous $102,000 57.84%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
BUY
$29.65 - $31.77 $49,456 - $52,992
1,668 Added 48.66%
5,096 $161,000
Q2 2025

Aug 06, 2025
SELL
$23.2 - $29.84 $3,920 - $5,042
-169 Reduced 4.7%
3,428 $102,000
Q1 2025

May 06, 2025
BUY
$23.92 - $26.89 $3,994 - $4,490
167 Added 4.87%
3,597 $92,000
Q4 2024

Feb 13, 2025
BUY
$24.25 - $26.7 $83,177 - $91,581
3,430 New
3,430 $84,000

Others Institutions Holding DFIS

# of Institutions
286
Shares Held
114M
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
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