Capital Analysts, LLC Dimensional ETF Tr Dimensional Transaction History

Capital Analysts, LLC

$3.43 Billion
Q3 2025

A detailed history of Capital Analysts, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Analysts, LLC holds 172,131 shares of DFIS stock, worth $5.41 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

172,131

Previous 104,254 65.11%

Holding current value

$5.41 Million

Previous $3.11 Million 75.02%

% of portfolio

0.16%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$29.65 - $31.77 $2.01 Million - $2.16 Million	67,877 Added 65.11%	172,131 $5.45 Million
Q2 2025 Aug 13, 2025	BUY	$23.2 - $29.84 $999,711 - $1.29 Million	43,091 Added 70.45%	104,254 $3.11 Million
Q1 2025 May 14, 2025	BUY	$23.92 - $26.89 $799,334 - $898,583	33,417 Added 120.44%	61,163 $1.58 Million
Q4 2024 Feb 14, 2025	BUY	$24.25 - $26.7 $98,406 - $108,348	4,058 Added 17.13%	27,746 $681,000
Q3 2024 Nov 13, 2024	BUY	$24.06 - $26.97 $303,180 - $339,848	12,601 Added 113.66%	23,688 $636,000

Q2 2024 Aug 14, 2024	BUY	$24.08 - $25.86 $266,974 - $286,709	11,087 New	11,087 $273,000

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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Capital Analysts, LLC Dimensional ETF Tr Dimensional Transaction History