Bogart Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bogart Wealth, LLC holds 192 shares of DFIS stock, worth $4,786. This represents 0.0% of its overall portfolio holdings.

Number of Shares

192

Holding current value

$4,786

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 22, 2024	BUY	$24.06 - $26.97 $4,619 - $5,178	192 New	192 $5,000

Others Institutions Holding DFIS

# of Institutions

195

Shares Held

79.4M

Call Options Held

Put Options Held

Jones Financial Companies Lllp

22.2M
Shares

$552 Million
0.61% of portfolio
Matson Money. Inc.

12.3M
Shares

$307 Million
11.41% of portfolio
Mather Group, Llc. Chicago, IL

10.2M
Shares

$253 Million
3.52% of portfolio
Ci Private Wealth, LLC Miami, FL

4.02M
Shares

$100 Million
0.16% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.6M
Shares

$64.9 Million
3.04% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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