Captrust Financial Advisors Dimensional ETF Tr Dimensional Transaction History

Captrust Financial Advisors

$43.1 Billion
Q2 2025

A detailed history of Captrust Financial Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Captrust Financial Advisors holds 48,144 shares of DFIS stock, worth $1.53 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

48,144

Previous 49,708 3.15%

Holding current value

$1.53 Million

Previous $1.28 Million 11.84%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$23.2 - $29.84 $36,284 - $46,669	-1,564 Reduced 3.15%	48,144 $1.44 Million
Q1 2025 May 14, 2025	SELL	$23.92 - $26.89 $48,079 - $54,048	-2,010 Reduced 3.89%	49,708 $1.28 Million
Q4 2024 Feb 14, 2025	BUY	$24.25 - $26.7 $8,002 - $8,811	330 Added 0.64%	51,718 $1.27 Million
Q3 2024 Nov 14, 2024	BUY	$24.06 - $26.97 $23,410 - $26,241	973 Added 1.93%	51,388 $1.38 Million
Q2 2024 Aug 14, 2024	BUY	$24.08 - $25.86 $144,841 - $155,547	6,015 Added 13.55%	50,415 $1.24 Million
Q1 2024 May 15, 2024	BUY	$23.13 - $25.1 $1.03 Million - $1.11 Million	44,400 New	44,400 $1.11 Million

Others Institutions Holding DFIS

# of Institutions

274

Shares Held

86.2M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Captrust Financial Advisors Dimensional ETF Tr Dimensional Transaction History