Dynamic Advisor Solutions LLC Dimensional ETF Tr Dimensional Transaction History

Dynamic Advisor Solutions LLC

$2.31 Billion
Q4 2024

A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 63,834 shares of DFIC stock, worth $1.76 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

63,834

Previous 49,422 29.16%

Holding current value

$1.76 Million

Previous $1.39 Million 18.71%

% of portfolio

0.07%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$25.61 - $28.0 $369,091 - $403,536	14,412 Added 29.16%	63,834 $1.65 Million
Q3 2024 Oct 07, 2024	BUY	$25.36 - $28.37 $133,292 - $149,112	5,256 Added 11.9%	49,422 $1.39 Million
Q2 2024 Jul 15, 2024	BUY	$25.73 - $27.44 $386,593 - $412,286	15,025 Added 51.56%	44,166 $1.16 Million
Q1 2024 Apr 12, 2024	BUY	$24.62 - $26.83 $184,157 - $200,688	7,480 Added 34.53%	29,141 $779,000
Q4 2023 Jan 10, 2024	SELL	$22.18 - $25.58 $47,132 - $54,357	-2,125 Reduced 8.93%	21,661 $553,000
Q3 2023 Oct 10, 2023	BUY	$23.25 - $25.17 $80,677 - $87,339	3,470 Added 17.08%	23,786 $555,000
Q2 2023 Aug 03, 2023	BUY	$23.45 - $24.88 $248,429 - $263,578	10,594 Added 108.97%	20,316 $493,000
Q1 2023 Apr 10, 2023	BUY	$22.5 - $24.64 $218,745 - $239,550	9,722 New	9,722 $234,000

Others Institutions Holding DFIC

# of Institutions

438

Shares Held

2.28B

Call Options Held

5.9K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Account

Dynamic Advisor Solutions LLC Dimensional ETF Tr Dimensional Transaction History