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 $931,637. This represents 0.23% of its overall portfolio holdings.

Number of Shares
28,369
Previous 28,305 0.23%
Holding current value
$931,637
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
522
Shares Held
300M
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
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