Capital Investment Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History

Capital Investment Advisory Services, LLC

$1.04 Billion
Q1 2025

A detailed history of Capital Investment Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 7,715 shares of DFIS stock, worth $209,153. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,715

Previous 3,792 103.45%

Holding current value

$209,153

Previous $93,000 113.98%

% of portfolio

0.02%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$23.92 - $26.89 $93,838 - $105,489	3,923 Added 103.45%	7,715 $199,000
Q4 2024 Jan 23, 2025	BUY	$24.25 - $26.7 $97 - $106	4 Added 0.11%	3,792 $93,000
Q3 2024 Oct 30, 2024	SELL	$24.06 - $26.97 $12,366 - $13,862	-514 Reduced 11.95%	3,788 $101,000
Q2 2024 Aug 14, 2024	BUY	$24.08 - $25.86 $10,691 - $11,481	444 Added 11.51%	4,302 $105,000
Q1 2024 Apr 25, 2024	BUY	$23.13 - $25.1 $86,436 - $93,798	3,737 Added 3088.43%	3,858 $96,000
Q4 2023 Feb 01, 2024	SELL	$20.55 - $24.23 $3,103 - $3,658	-151 Reduced 55.51%	121 $2,000
Q2 2023 Jul 28, 2023	BUY	$22.26 - $23.55 $5,320 - $5,628	239 Added 724.24%	272 $6,000
Q1 2023 Apr 21, 2023	BUY	$21.65 - $23.87 $714 - $787	33 New	33 $0

Others Institutions Holding DFIS

# of Institutions

243

Shares Held

91.2M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

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Capital Investment Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History