Kelly Financial Group LLC Dimensional ETF Tr Dimensional Transaction History

Kelly Financial Group LLC

  • $393 Billion
  • Q4 2025

A detailed history of Kelly Financial Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kelly Financial Group LLC holds 294,832 shares of DFIS stock, worth $9.26 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares
294,832
Previous 286,930 2.75%
Holding current value
$9.26 Million
Previous $9.08 Billion 7.01%
% of portfolio
2.47%
Previous 2.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$30.89 - $32.15 $244,092 - $254,049
7,902 Added 2.75%
294,832 $9.71 Billion
Q3 2025

Oct 22, 2025
SELL
$29.65 - $31.77 $84,710 - $90,766
-2,857 Reduced 0.99%
286,930 $9.08 Billion
Q2 2025

Jul 15, 2025
BUY
$23.2 - $29.84 $457,016 - $587,818
19,699 Added 7.29%
289,787 $8.65 Billion
Q1 2025

Apr 16, 2025
BUY
$23.92 - $26.89 $192,173 - $216,034
8,034 Added 3.07%
270,088 $6.98 Billion
Q4 2024

Feb 06, 2025
BUY
$24.25 - $26.7 $6.35 Million - $7 Million
262,054 New
262,054 $6.43 Billion

Others Institutions Holding DFIS

# of Institutions
297
Shares Held
114M
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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