49 Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

49 Wealth Management, LLC

  • $466 Billion
  • Q1 2024

A detailed history of 49 Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, 49 Wealth Management, LLC holds 56,203 shares of DFIS stock, worth $1.38 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
56,203
Previous 41,950 33.98%
Holding current value
$1.38 Million
Previous $1.01 Billion 38.47%
% of portfolio
0.3%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$23.13 - $25.1 $329,671 - $357,750
14,253 Added 33.98%
56,203 $1.4 Billion
Q4 2023

May 07, 2024
BUY
$20.55 - $24.23 $862,072 - $1.02 Million
41,950 New
41,950 $1.01 Billion

Others Institutions Holding DFIS

# of Institutions
170
Shares Held
48.3M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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