Steward Partners Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 8,945 shares of DFIS stock, worth $281,051. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,945
Previous 8,725 2.52%
Holding current value
$281,051
Previous $260,000 8.46%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$29.65 - $31.77 $6,523 - $6,989
220 Added 2.52%
8,945 $282,000
Q2 2025

Aug 12, 2025
SELL
$23.2 - $29.84 $15,080 - $19,396
-650 Reduced 6.93%
8,725 $260,000
Q1 2025

May 13, 2025
SELL
$23.92 - $26.89 $22,484 - $25,276
-940 Reduced 9.11%
9,375 $242,000
Q4 2024

Feb 06, 2025
BUY
$24.25 - $26.7 $9,700 - $10,680
400 Added 4.03%
10,315 $253,000
Q3 2024

Nov 14, 2024
SELL
$24.06 - $26.97 $2,406 - $2,697
-100 Reduced 1.0%
9,915 $266,000
Q2 2024

Aug 08, 2024
SELL
$24.08 - $25.86 $6,020 - $6,465
-250 Reduced 2.44%
10,015 $246,000
Q4 2023

Feb 12, 2024
SELL
$20.55 - $24.23 $63,705 - $75,113
-3,100 Reduced 23.19%
10,265 $248,000
Q3 2023

Nov 13, 2023
BUY
$21.81 - $23.89 $16,357 - $17,917
750 Added 5.95%
13,365 $293,000
Q2 2023

Aug 14, 2023
BUY
$22.26 - $23.55 $106,625 - $112,804
4,790 Added 61.21%
12,615 $287,000
Q1 2023

May 15, 2023
BUY
$21.65 - $23.87 $169,411 - $186,782
7,825 New
7,825 $179,000

Others Institutions Holding DFIS

# of Institutions
287
Shares Held
114M
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
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