Broadway Wealth Solutions, Inc. Dimensional ETF Tr Dimensional Transaction History

Broadway Wealth Solutions, Inc.

  • $137 Billion
  • Q1 2025

A detailed history of Broadway Wealth Solutions, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Broadway Wealth Solutions, Inc. holds 121,813 shares of DFIS stock, worth $3.54 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares
121,813
Previous 105,150 15.85%
Holding current value
$3.54 Million
Previous $2.58 Billion 21.91%
% of portfolio
2.3%
Previous 1.96%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$23.92 - $26.89 $398,578 - $448,068
16,663 Added 15.85%
121,813 $3.15 Billion
Q4 2024

Feb 12, 2025
BUY
$24.25 - $26.7 $2.55 Million - $2.81 Million
105,150 New
105,150 $2.58 Billion

Others Institutions Holding DFIS

# of Institutions
253
Shares Held
94M
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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