A detailed history of Balasa Dinverno & Foltz LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 2,604,630 shares of DFIS stock, worth $63.5 Million. This represents 3.04% of its overall portfolio holdings.

Number of Shares
2,604,630
Previous 1,726,540 50.86%
Holding current value
$63.5 Million
Previous $36 Million 33.84%
% of portfolio
3.04%
Previous 2.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 25, 2022

BUY
$18.33 - $22.66 $16.1 Million - $19.9 Million
878,090 Added 50.86%
2,604,630 $48.1 Million
Q2 2022

Aug 09, 2022

BUY
$20.78 - $25.18 $35.9 Million - $43.5 Million
1,726,540 New
1,726,540 $36 Million

Others Institutions Holding DFIS

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
Track This Portfolio

Track Balasa Dinverno & Foltz LLC Portfolio

Follow Balasa Dinverno & Foltz 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 Balasa Dinverno & Foltz LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balasa Dinverno & Foltz LLC with notifications on news.