New Edge Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

New Edge Advisors, LLC

  • $15 Billion
  • Q3 2024

A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, New Edge Advisors, LLC holds 22,134 shares of DFIS stock, worth $543,611. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,134
Previous 50,508 56.18%
Holding current value
$543,611
Previous $1.24 Million 52.33%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 14, 2024
SELL
$24.06 - $26.97 $682,678 - $765,246
-28,374 Reduced 56.18%
22,134 $593,000
Q2 2024

Aug 15, 2024
BUY
$24.08 - $25.86 $57,406 - $61,650
2,384 Added 4.95%
50,508 $1.24 Million
Q1 2024

May 14, 2024
BUY
$23.13 - $25.1 $214,391 - $232,651
9,269 Added 23.86%
48,124 $1.21 Million
Q4 2023

Feb 13, 2024
BUY
$20.55 - $24.23 $798,470 - $941,456
38,855 New
38,855 $939,000
Q1 2023

May 12, 2023
BUY
$21.65 - $23.87 $5,715 - $6,301
264 New
264 $6,000

Others Institutions Holding DFIS

# of Institutions
195
Shares Held
78.5M
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
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge 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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email