Chicago Partners Investment Group LLC Dimensional ETF Tr Dimensional Transaction History

Chicago Partners Investment Group LLC

  • $2.81 Billion
  • Q4 2024

A detailed history of Chicago Partners Investment Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 30,761 shares of DFIS stock, worth $781,944. This represents 0.03% of its overall portfolio holdings.

Number of Shares
30,761
Previous 21,942 40.19%
Holding current value
$781,944
Previous $588,000 28.4%
% of portfolio
0.03%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$24.25 - $26.7 $213,860 - $235,467
8,819 Added 40.19%
30,761 $755,000
Q3 2024

Oct 28, 2024
SELL
$24.06 - $26.97 $264,395 - $296,373
-10,989 Reduced 33.37%
21,942 $588,000
Q2 2024

Jul 31, 2024
SELL
$24.08 - $25.86 $2,432 - $2,611
-101 Reduced 0.31%
32,931 $811,000
Q1 2024

Apr 25, 2024
SELL
$23.13 - $25.1 $19,567 - $21,234
-846 Reduced 2.5%
33,032 $827,000
Q4 2023

Feb 23, 2024
BUY
$20.55 - $24.23 $3,041 - $3,586
148 Added 0.44%
33,878 $818,000
Q3 2023

Oct 26, 2023
SELL
$21.81 - $23.89 $25,430 - $27,855
-1,166 Reduced 3.34%
33,730 $740,000
Q2 2023

Aug 07, 2023
BUY
$22.26 - $23.55 $120,649 - $127,641
5,420 Added 18.39%
34,896 $796,000
Q1 2023

Apr 26, 2023
BUY
$21.65 - $23.87 $94,718 - $104,431
4,375 Added 17.43%
29,476 $677,000
Q4 2022

Feb 09, 2023
BUY
$18.29 - $22.14 $459,097 - $555,736
25,101 New
25,101 $539,000

Others Institutions Holding DFIS

# of Institutions
206
Shares Held
81.7M
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
Track This Portfolio

Track Chicago Partners Investment Group LLC Portfolio

Follow Chicago Partners Investment Group LLC 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 Chicago Partners Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Chicago Partners Investment Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email