N.E.W. Advisory Services LLC Dimensional ETF Tr Dimensional Transaction History

N.E.W. Advisory Services LLC

$1.3 Billion
Q4 2025

A detailed history of N.E.W. Advisory Services LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 59 shares of DFIS stock, worth $1,853. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,853

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 28, 2026	BUY	$30.89 - $32.15 $1,822 - $1,896	59 New	59 $1,000

Others Institutions Holding DFIS

# of Institutions

306

Shares Held

116M

Call Options Held

Put Options Held

Jones Financial Companies Lllp

34.1M
Shares

$1.07 Billion
0.74% of portfolio
Matson Money. Inc.

12.1M
Shares

$381 Million
12.33% of portfolio
Natixis Advisors, L.P. Boston, MA

7.99M
Shares

$251 Million
0.37% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

3.53M
Shares

$111 Million
0.47% of portfolio
First Citizens Bank & Trust CO

3.43M
Shares

$108 Million
1.94% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

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N.E.W. Advisory Services LLC Dimensional ETF Tr Dimensional Transaction History