Allworth Financial LP Dimensional ETF Tr Dimensional Transaction History

Allworth Financial LP

$22 Billion
Q3 2025

A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Allworth Financial LP holds 267,334 shares of DFIS stock, worth $8.4 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

267,334

Previous 256,407 4.26%

Holding current value

$8.4 Million

Previous $7.65 Million 10.51%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 02, 2025	BUY	$29.65 - $31.77 $323,985 - $347,150	10,927 Added 4.26%	267,334 $8.46 Million
Q2 2025 Aug 07, 2025	SELL	$23.2 - $29.84 $17,307 - $22,260	-746 Reduced 0.29%	256,407 $7.65 Million
Q1 2025 Apr 30, 2025	BUY	$23.92 - $26.89 $493,900 - $555,224	20,648 Added 8.73%	257,153 $6.64 Million
Q4 2024 Jan 30, 2025	BUY	$24.25 - $26.7 $5.5 Million - $6.05 Million	226,744 Added 2322.96%	236,505 $5.81 Million
Q3 2024 Oct 23, 2024	BUY	$24.06 - $26.97 $721 - $809	30 Added 0.31%	9,761 $261,000

Q2 2024 Jul 23, 2024	BUY	$24.08 - $25.86 $234,322 - $251,643	9,731 New	9,731 $239,000

Others Institutions Holding DFIS

# of Institutions

287

Shares Held

114M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Allworth Financial LP Dimensional ETF Tr Dimensional Transaction History