Wms Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Wms Partners, LLC

  • $1.74 Billion
  • Q4 2024

A detailed history of Wms Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wms Partners, LLC holds 33,334 shares of DFIC stock, worth $946,018. This represents 0.05% of its overall portfolio holdings.

Number of Shares
33,334
Previous 28,050 18.84%
Holding current value
$946,018
Previous $789,000 9.13%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Feb 14, 2025
BUY
$25.61 - $28.0 $135,323 - $147,952
5,284 Added 18.84%
33,334 $861,000
Q3 2024

Nov 13, 2024
SELL
$25.36 - $28.37 $5,984 - $6,695
-236 Reduced 0.83%
28,050 $789,000
Q1 2024

May 15, 2024
SELL
$24.62 - $26.83 $590 - $643
-24 Reduced 0.08%
28,286 $756,000
Q4 2023

Feb 12, 2024
BUY
$22.18 - $25.58 $627,915 - $724,169
28,310 New
28,310 $722,000
Q2 2023

Aug 14, 2023
BUY
$23.45 - $24.88 $198,387 - $210,484
8,460 New
8,460 $205,000

Others Institutions Holding DFIC

# of Institutions
440
Shares Held
2.29B
Call Options Held
5.9K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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