Aspire Wealth Management Corp Dimensional ETF Tr Dimensional Transaction History

Aspire Wealth Management Corp

  • $174 Million
  • Q3 2024

A detailed history of Aspire Wealth Management Corp transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aspire Wealth Management Corp holds 45,803 shares of DFIS stock, worth $1.2 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
45,803
Previous 36,578 25.22%
Holding current value
$1.2 Million
Previous $900,000 36.44%
% of portfolio
0.7%
Previous 0.54%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$24.06 - $26.97 $221,953 - $248,798
9,225 Added 25.22%
45,803 $1.23 Million
Q2 2024

Aug 12, 2024
BUY
$24.08 - $25.86 $126,082 - $135,402
5,236 Added 16.71%
36,578 $900,000
Q1 2024

Apr 29, 2024
BUY
$23.13 - $25.1 $724,940 - $786,684
31,342 New
31,342 $785,000

Others Institutions Holding DFIS

# of Institutions
236
Shares Held
81.5M
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
Track This Portfolio

Track Aspire Wealth Management Corp Portfolio

Follow Aspire Wealth Management Corp 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 Aspire Wealth Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Aspire Wealth Management Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email