Fairway Wealth LLC Dimensional ETF Tr Dimensional Transaction History

Fairway Wealth LLC

$271 Billion
Q1 2025

A detailed history of Fairway Wealth LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fairway Wealth LLC holds 23 shares of DFIS stock, worth $623. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$623

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$23.92 - $26.89 $550 - $618	23 New	23 $594,000

Others Institutions Holding DFIS

# of Institutions

246

Shares Held

91.2M

Call Options Held

Put Options Held

Jones Financial Companies Lllp

17.7M
Shares

$480 Million
0.42% of portfolio
Matson Money. Inc.

12.4M
Shares

$337 Million
10.93% of portfolio
Mather Group, Llc. Chicago, IL

11.4M
Shares

$309 Million
3.44% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

3.9M
Shares

$106 Million
0.43% of portfolio
Ci Private Wealth, LLC Miami, FL

3.82M
Shares

$104 Million
0.14% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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