Vance Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History

Vance Wealth, Inc.

  • $257 Million
  • Q4 2024

A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vance Wealth, Inc. holds 42,279 shares of DFIS stock, worth $1.11 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
42,279
Previous 36,849 14.74%
Holding current value
$1.11 Million
Previous $988,000 5.06%
% of portfolio
0.4%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$24.25 - $26.7 $131,677 - $144,981
5,430 Added 14.74%
42,279 $1.04 Million
Q3 2024

Nov 08, 2024
BUY
$24.06 - $26.97 $154,465 - $173,147
6,420 Added 21.1%
36,849 $988,000
Q2 2024

Aug 02, 2024
BUY
$24.08 - $25.86 $732,730 - $786,893
30,429 New
30,429 $749,000

Others Institutions Holding DFIS

# of Institutions
236
Shares Held
81.5M
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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