Svb Wealth LLC Dimensional ETF Tr Dimensional Transaction History

Svb Wealth LLC

  • $1.82 Billion
  • Q3 2025

A detailed history of Svb Wealth LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Svb Wealth LLC holds 214,072 shares of DFIS stock, worth $6.73 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
214,072
Previous 181,778 17.77%
Holding current value
$6.73 Million
Previous $5.42 Million 24.83%
% of portfolio
0.37%
Previous 0.29%

Shares

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

Nov 06, 2025
BUY
$29.65 - $31.77 $957,517 - $1.03 Million
32,294 Added 17.77%
214,072 $6.77 Million
Q2 2025

Aug 13, 2025
SELL
$23.2 - $29.84 $1.43 Million - $1.84 Million
-61,728 Reduced 25.35%
181,778 $5.42 Million
Q1 2025

May 14, 2025
BUY
$23.92 - $26.89 $5.82 Million - $6.55 Million
243,506 New
243,506 $6.29 Million

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
Track This Portfolio

Track Svb Wealth LLC Portfolio

Follow Svb Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Svb Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Svb Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email