Sowell Financial Services LLC Dimensional ETF Tr Dimensional Transaction History

Sowell Financial Services LLC

$1.85 Billion
Q4 2024

A detailed history of Sowell Financial Services LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sowell Financial Services LLC holds 139,874 shares of DFIC stock, worth $3.85 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

139,874

Previous 137,980 1.37%

Holding current value

$3.85 Million

Previous $3.88 Million 6.88%

% of portfolio

0.19%

Previous 0.19%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$25.61 - $28.0 $48,505 - $53,032	1,894 Added 1.37%	139,874 $3.62 Million
Q3 2024 Oct 04, 2024	BUY	$25.36 - $28.37 $428,533 - $479,396	16,898 Added 13.96%	137,980 $3.88 Million
Q2 2024 Aug 13, 2024	BUY	$25.73 - $27.44 $9,468 - $10,097	368 Added 0.3%	121,082 $3.18 Million
Q1 2024 May 03, 2024	BUY	$24.62 - $26.83 $96,978 - $105,683	3,939 Added 3.37%	120,714 $3.23 Million
Q4 2023 Jan 24, 2024	BUY	$22.18 - $25.58 $105,044 - $121,146	4,736 Added 4.23%	116,775 $2.98 Million
Q3 2023 Nov 08, 2023	BUY	$23.25 - $25.17 $87,257 - $94,463	3,753 Added 3.47%	112,039 $2.62 Million
Q2 2023 Aug 14, 2023	SELL	$23.45 - $24.88 $28,585 - $30,328	-1,219 Reduced 1.11%	108,286 $2.63 Million
Q1 2023 May 12, 2023	BUY	$22.5 - $24.64 $116,325 - $127,388	5,170 Added 4.96%	109,505 $2.64 Million
Q4 2022 Feb 09, 2023	BUY	$19.06 - $23.03 $1.23 Million - $1.49 Million	64,737 Added 163.49%	104,335 $2.33 Million
Q3 2022 Nov 15, 2022	BUY	$19.05 - $23.07 $754,341 - $913,525	39,598 New	39,598 $759,000

Others Institutions Holding DFIC

# of Institutions

438

Shares Held

2.28B

Call Options Held

5.9K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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Sowell Financial Services LLC Dimensional ETF Tr Dimensional Transaction History