Elwood & Goetz Wealth Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

  • $408 Million
  • Q4 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 34,470 shares of DFIS stock, worth $926,898. This represents 0.21% of its overall portfolio holdings.

Number of Shares
34,470
Previous 28,924 19.17%
Holding current value
$926,898
Previous $776,000 9.02%
% of portfolio
0.21%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$24.25 - $26.7 $134,490 - $148,078
5,546 Added 19.17%
34,470 $846,000
Q3 2024

Oct 23, 2024
BUY
$24.06 - $26.97 $126,290 - $141,565
5,249 Added 22.17%
28,924 $776,000
Q2 2024

Jul 30, 2024
BUY
$24.08 - $25.86 $39,394 - $42,306
1,636 Added 7.42%
23,675 $583,000
Q1 2024

Apr 22, 2024
BUY
$23.13 - $25.1 $10,107 - $10,968
437 Added 2.02%
22,039 $552,000
Q4 2023

Jan 18, 2024
BUY
$20.55 - $24.23 $28,297 - $33,364
1,377 Added 6.81%
21,602 $522,000
Q3 2023

Oct 19, 2023
SELL
$21.81 - $23.89 $25,408 - $27,831
-1,165 Reduced 5.45%
20,225 $443,000
Q2 2023

Jul 28, 2023
BUY
$22.26 - $23.55 $159,359 - $168,594
7,159 Added 50.31%
21,390 $488,000
Q1 2023

Apr 19, 2023
BUY
$21.65 - $23.87 $5,022 - $5,537
232 Added 1.66%
14,231 $327,000
Q4 2022

Jan 27, 2023
BUY
$18.29 - $22.14 $256,041 - $309,937
13,999 New
13,999 $301,000

Others Institutions Holding DFIS

# of Institutions
236
Shares Held
81.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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