Investment Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History

Investment Advisory Group, LLC

  • $290 Million
  • Q1 2025

A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Investment Advisory Group, LLC holds 11,834 shares of DFIC stock, worth $333,718. This represents 0.11% of its overall portfolio holdings.

Number of Shares
11,834
Previous 9,186 28.83%
Holding current value
$333,718
Previous $237,000 39.66%
% of portfolio
0.11%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$25.54 - $28.79 $67,629 - $76,235
2,648 Added 28.83%
11,834 $331,000
Q4 2024

Jan 17, 2025
BUY
$25.61 - $28.0 $1,818 - $1,988
71 Added 0.78%
9,186 $237,000
Q3 2024

Oct 15, 2024
BUY
$25.36 - $28.37 $1,039 - $1,163
41 Added 0.45%
9,115 $256,000
Q2 2024

Jul 31, 2024
BUY
$25.73 - $27.44 $8,285 - $8,835
322 Added 3.68%
9,074 $238,000
Q1 2024

Apr 29, 2024
BUY
$24.62 - $26.83 $215,474 - $234,816
8,752 New
8,752 $234,000

Others Institutions Holding DFIC

# of Institutions
443
Shares Held
266M
Call Options Held
5.9K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track Investment Advisory Group, LLC Portfolio

Follow Investment Advisory Group, 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 Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investment Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email