Websterrogers Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Websterrogers Financial Advisors, LLC

$281 Million
Q4 2024

A detailed history of Websterrogers Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 272,653 shares of DFIS stock, worth $7.02 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares

272,653

Previous 279,075 2.3%

Holding current value

$7.02 Million

Previous $7.49 Million 10.56%

% of portfolio

2.38%

Previous 2.68%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$24.25 - $26.7 $155,733 - $171,467	-6,422 Reduced 2.3%	272,653 $6.7 Million
Q3 2024 Oct 15, 2024	BUY	$24.06 - $26.97 $11,596 - $12,999	482 Added 0.17%	279,075 $7.49 Million
Q2 2024 Jul 12, 2024	BUY	$24.08 - $25.86 $172,292 - $185,028	7,155 Added 2.64%	278,593 $6.86 Million
Q1 2024 May 14, 2024	BUY	$23.13 - $25.1 $1.33 Million - $1.44 Million	57,461 Added 26.85%	271,438 $6.8 Million
Q4 2023 Feb 14, 2024	BUY	$20.55 - $24.23 $144,487 - $170,361	7,031 Added 3.4%	213,977 $5.17 Million
Q3 2023 Nov 01, 2023	BUY	$21.81 - $23.89 $407,934 - $446,838	18,704 Added 9.94%	206,946 $4.54 Million
Q2 2023 Jul 26, 2023	BUY	$22.26 - $23.55 $283,725 - $300,168	12,746 Added 7.26%	188,242 $4.3 Million
Q1 2023 May 03, 2023	BUY	$21.65 - $23.87 $363,027 - $400,252	16,768 Added 10.56%	175,496 $4.03 Million
Q4 2022 Feb 06, 2023	BUY	$18.29 - $22.14 $2.9 Million - $3.51 Million	158,728 New	158,728 $3.41 Million

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

More about DFIS

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Websterrogers Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History