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

Elwood & Goetz Wealth Advisory Group, LLC

$535 Million
Q4 2025

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 45,724 shares of DFIS stock, worth $1.44 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

45,724

Previous 37,635 21.49%

Holding current value

$1.44 Million

Previous $1.19 Million 20.67%

% of portfolio

0.27%

Previous 0.24%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$30.89 - $32.15 $249,869 - $260,061	8,089 Added 21.49%	45,724 $1.44 Million
Q3 2025 Oct 27, 2025	BUY	$29.65 - $31.77 $217,156 - $232,683	7,324 Added 24.16%	37,635 $1.19 Million
Q2 2025 Jul 17, 2025	SELL	$23.2 - $29.84 $26,587 - $34,196	-1,146 Reduced 3.64%	30,311 $904,000
Q1 2025 Apr 22, 2025	SELL	$23.92 - $26.89 $72,070 - $81,019	-3,013 Reduced 8.74%	31,457 $812,000
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

297

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