A detailed history of Captrust Financial Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Captrust Financial Advisors holds 6,649 shares of DFIC stock, worth $218,353. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,649
Previous 10,205 34.85%
Holding current value
$218,353
Previous $283,000 27.21%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

SELL
$24.94 - $31.15 $88,686 - $110,769
-3,556 Reduced 34.85%
6,649 $206,000
Q1 2025

May 14, 2025

BUY
$25.54 - $28.79 $31,925 - $35,987
1,250 Added 13.96%
10,205 $283,000
Q4 2024

Feb 14, 2025

BUY
$25.61 - $28.0 $229,337 - $250,740
8,955 New
8,955 $231,000

Others Institutions Holding DFIC

About DIMENSIONAL ETF TR DIMENSIONAL


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

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors 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 Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.