Legacy Capital Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Legacy Capital Wealth Partners, LLC

  • $463 Million
  • Q3 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 13,588 shares of DFIS stock, worth $426,934. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,588
Previous 12,541 8.35%
Holding current value
$426,934
Previous $374,000 14.71%
% of portfolio
0.09%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$29.65 - $31.77 $31,043 - $33,263
1,047 Added 8.35%
13,588 $429,000
Q2 2025

Aug 13, 2025
BUY
$23.2 - $29.84 $290,951 - $374,223
12,541 New
12,541 $374,000

Others Institutions Holding DFIS

# of Institutions
287
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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