Annex Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History

Annex Advisory Services, LLC

  • $3.52 Billion
  • Q3 2025

A detailed history of Annex Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Annex Advisory Services, LLC holds 2,497,373 shares of DFIC stock, worth $83.4 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares
2,497,373
Previous 2,277,634 9.65%
Holding current value
$83.4 Million
Previous $70.8 Million 15.64%
% of portfolio
2.33%
Previous 2.33%

Shares

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

Oct 17, 2025
BUY
$30.76 - $33.01 $6.76 Million - $7.25 Million
219,739 Added 9.65%
2,497,373 $81.9 Million
Q2 2025

Jul 11, 2025
BUY
$24.94 - $31.15 $56.8 Million - $70.9 Million
2,277,634 New
2,277,634 $70.8 Million

Others Institutions Holding DFIC

# of Institutions
526
Shares Held
282M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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