Modern Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Modern Wealth Management, LLC holds 960,560 shares of DFIS stock, worth $30.2 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
960,560
Previous 571,257 68.15%
Holding current value
$30.2 Million
Previous $17 Million 178138.28%
% of portfolio
0.6%
Previous 0.03%

Shares

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

Nov 12, 2025
BUY
$29.65 - $31.77 $11.5 Million - $12.4 Million
389,303 Added 68.15%
960,560 $30.4 Billion
Q2 2025

Nov 12, 2025
BUY
$23.2 - $29.84 $31,691 - $40,761
1,366 Added 0.24%
571,257 $17 Million
Q2 2025

Aug 14, 2025
BUY
$23.2 - $29.84 $13.2 Million - $17 Million
569,891 New
569,891 $17 Million

Others Institutions Holding DFIS

# of Institutions
292
Shares Held
113M
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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