Balance Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Balance Wealth, LLC

  • $405 Billion
  • Q3 2025

A detailed history of Balance Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Balance Wealth, LLC holds 28,369 shares of DFIC stock, worth $946,957. This represents 0.23% of its overall portfolio holdings.

Number of Shares
28,369
Previous 28,305 0.23%
Holding current value
$946,957
Previous $880 Million 5.71%
% of portfolio
0.23%
Previous 0.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$30.76 - $33.01 $1,968 - $2,112
64 Added 0.23%
28,369 $930 Million
Q2 2025

Aug 13, 2025
BUY
$24.94 - $31.15 $122,954 - $153,569
4,930 Added 21.09%
28,305 $880 Million
Q1 2025

Apr 23, 2025
BUY
$25.54 - $28.79 $596,997 - $672,966
23,375 New
23,375 $649 Million

Others Institutions Holding DFIC

# of Institutions
524
Shares Held
284M
Call Options Held
0
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
Track This Portfolio

Track Balance Wealth, LLC Portfolio

Follow Balance Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balance Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balance Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email