Addison Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Addison Advisors LLC

  • $278 Million
  • Q1 2024

A detailed history of Addison Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Addison Advisors LLC holds 108,430 shares of DFIS stock, worth $2.72 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
108,430
Previous 82,695 31.12%
Holding current value
$2.72 Million
Previous $2 Million 35.99%
% of portfolio
0.98%
Previous 0.81%

Shares

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

May 06, 2024
BUY
$23.13 - $25.1 $595,250 - $645,948
25,735 Added 31.12%
108,430 $2.72 Million
Q4 2023

Feb 02, 2024
BUY
$20.55 - $24.23 $624,103 - $735,865
30,370 Added 58.04%
82,695 $2 Million
Q3 2023

Nov 07, 2023
BUY
$21.81 - $23.89 $1.14 Million - $1.25 Million
52,325 New
52,325 $1.15 Million

Others Institutions Holding DFIS

# of Institutions
171
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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