A detailed history of Capital Analysts, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Analysts, LLC holds 27,746 shares of DFIS stock, worth $720,563. This represents 0.03% of its overall portfolio holdings.

Number of Shares
27,746
Previous 23,688 17.13%
Holding current value
$720,563
Previous $636,000 7.08%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
Track This Portfolio

Track Capital Analysts, LLC Portfolio

Follow Capital Analysts, 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 Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.