Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$399 Million
Q4 2024

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 61,958 shares of DFIC stock, worth $1.75 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

61,958

Previous 60,124 3.05%

Holding current value

$1.75 Million

Previous $1.69 Million 5.32%

% of portfolio

0.4%

Previous 0.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$25.61 - $28.0 $46,968 - $51,352	1,834 Added 3.05%	61,958 $1.6 Million
Q3 2024 Nov 08, 2024	BUY	$25.36 - $28.37 $203,412 - $227,555	8,021 Added 15.39%	60,124 $1.69 Million
Q2 2024 Aug 02, 2024	BUY	$25.73 - $27.44 $46,880 - $49,995	1,822 Added 3.62%	52,103 $1.37 Million
Q1 2024 May 03, 2024	BUY	$24.62 - $26.83 $260,922 - $284,344	10,598 Added 26.71%	50,281 $1.35 Million
Q4 2023 Feb 02, 2024	BUY	$22.18 - $25.58 $412,836 - $476,120	18,613 Added 88.34%	39,683 $1.01 Million
Q3 2023 Nov 03, 2023	BUY	$23.25 - $25.17 $22,343 - $24,188	961 Added 4.78%	21,070 $491,000
Q2 2023 Aug 11, 2023	BUY	$23.45 - $24.88 $471,556 - $500,311	20,109 New	20,109 $488,000

Others Institutions Holding DFIC

# of Institutions

443

Shares Held

266M

Call Options Held

5.9K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.

Account

Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History