A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wp Wealth LLP holds 40,876 shares of DFIS stock, worth $1.29 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
40,876
Previous 30,027 36.13%
Holding current value
$1.29 Million
Previous $737 Million 65.43%
% of portfolio
0.22%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

BUY
$23.2 - $29.84 $251,696 - $323,734
10,849 Added 36.13%
40,876 $1.22 Billion
Q1 2025

Aug 11, 2025

SELL
$23.92 - $26.89 $208,510 - $234,400
-8,717 Reduced 21.33%
32,159 $831 Million
Q4 2024

Feb 13, 2025

BUY
$24.25 - $26.7 $354,365 - $390,167
14,613 Added 94.8%
30,027 $737 Million
Q3 2024

Nov 13, 2024

BUY
$24.06 - $26.97 $370,860 - $415,715
15,414 New
15,414 $414 Million

Others Institutions Holding DFIS

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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