A detailed history of Market Street Wealth Management Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 812,378 shares of DFIC stock, worth $21.1 Million. This represents 4.14% of its overall portfolio holdings.

Number of Shares
812,378
Previous 793,919 2.33%
Holding current value
$21.1 Million
Previous $20.9 Million 9.52%
% of portfolio
4.14%
Previous 3.99%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$25.36 - $28.37 $468,120 - $523,681
18,459 Added 2.33%
812,378 $22.9 Million
Q2 2024

Jul 29, 2024

BUY
$25.73 - $27.44 $796,111 - $849,021
30,941 Added 4.06%
793,919 $20.9 Million
Q1 2024

Apr 11, 2024

BUY
$24.62 - $26.83 $1.45 Million - $1.57 Million
58,702 Added 8.34%
762,978 $20.4 Million
Q4 2023

Jan 29, 2024

BUY
$22.18 - $25.58 $15.6 Million - $18 Million
704,276 New
704,276 $18 Million

Others Institutions Holding DFIC

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track Market Street Wealth Management Advisors LLC Portfolio

Follow Market Street Wealth Management Advisors 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 Market Street Wealth Management Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Market Street Wealth Management Advisors LLC with notifications on news.