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

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

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 10,315 shares of DFIS stock, worth $265,404. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,315

Previous 9,915 4.03%

Holding current value

$265,404

Previous $266,000 4.89%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

235

Shares Held

81.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

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