Optima Capital LLC Dimensional ETF Tr Dimensional Transaction History

Optima Capital LLC

$231 Billion
Q4 2025

A detailed history of Optima Capital LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Optima Capital LLC holds 1,145 shares of DFIS stock, worth $35,975. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,145

Holding current value

$35,975

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$30.89 - $32.15 $35,369 - $36,811	1,145 New	1,145 $37.7 Million

Others Institutions Holding DFIS

# of Institutions

297

Shares Held

114M

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

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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