Beacon Financial Advisory LLC Dimensional ETF Tr Dimensional Transaction History

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024

A detailed history of Beacon Financial Advisory LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 24,647 shares of DFIC stock, worth $699,481. This represents 0.23% of its overall portfolio holdings.

Number of Shares
24,647
Previous 26,168 5.81%
Holding current value
$699,481
Previous $736,000 13.45%
% of portfolio
0.23%
Previous 0.27%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$25.61 - $28.0 $38,952 - $42,588
-1,521 Reduced 5.81%
24,647 $637,000
Q3 2024

Oct 30, 2024
SELL
$25.36 - $28.37 $32,334 - $36,171
-1,275 Reduced 4.65%
26,168 $736,000
Q2 2024

Jul 26, 2024
BUY
$25.73 - $27.44 $48,912 - $52,163
1,901 Added 7.44%
27,443 $721,000
Q1 2024

May 01, 2024
BUY
$24.62 - $26.83 $11,128 - $12,127
452 Added 1.8%
25,542 $683,000
Q4 2023

Jan 23, 2024
SELL
$22.18 - $25.58 $33,225 - $38,318
-1,498 Reduced 5.63%
25,090 $640,000
Q3 2023

Oct 25, 2023
BUY
$23.25 - $25.17 $25,412 - $27,510
1,093 Added 4.29%
26,588 $620,000
Q2 2023

Jul 17, 2023
BUY
$23.45 - $24.88 $62,025 - $65,807
2,645 Added 11.58%
25,495 $618,000
Q1 2023

Apr 18, 2023
BUY
$22.5 - $24.64 $281,587 - $308,369
12,515 Added 121.09%
22,850 $549,000
Q4 2022

Jan 20, 2023
BUY
$19.06 - $23.03 $196,985 - $238,015
10,335 New
10,335 $0

Others Institutions Holding DFIC

# of Institutions
439
Shares Held
2.29B
Call Options Held
5.9K
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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