Concourse Financial Group Securities, Inc. Dimensional ETF Tr Dimensional Transaction History

Concourse Financial Group Securities, Inc.

$1.67 Billion
Q4 2024

A detailed history of Concourse Financial Group Securities, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Concourse Financial Group Securities, Inc. holds 216 shares of DFIS stock, worth $5,706. This represents 0.0% of its overall portfolio holdings.

Number of Shares

216

Previous 216 -0.0%

Holding current value

$5,706

Previous $5,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	BUY	$24.08 - $25.86 $5,201 - $5,585	216 New	216 $5,000
Q1 2024 Apr 30, 2024	BUY	$23.13 - $25.1 $0 - $0	0 New	0 $0
Q4 2023 Feb 07, 2024	SELL	$20.55 - $24.23 $8,322 - $9,813	-405 Closed	0 $0
Q3 2023 Oct 25, 2023	SELL	$21.81 - $23.89 $5,561 - $6,091	-255 Reduced 38.64%	405 $8,000
Q2 2023 Aug 10, 2023	BUY	$22.26 - $23.55 $5,676 - $6,005	255 Added 62.96%	660 $15,000
Q1 2023 May 15, 2023	BUY	$21.65 - $23.87 $8,768 - $9,667	405 New	405 $9,000
Q4 2022 Jan 30, 2023	BUY	$18.29 - $22.14 $0 - $0	0 New	0 $0
Q3 2022 Nov 15, 2022	BUY	$18.33 - $22.66 $0 - $0	0 New	0 $0
Q2 2022 Aug 09, 2022	BUY	$20.78 - $25.18 $0 - $0	0 New	0 $0
Q1 2022 May 09, 2022	BUY	$24.75 - $25.33 $0 - $0	0 New	0 $0

Others Institutions Holding DFIS

# of Institutions

236

Shares Held

81.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
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Concourse Financial Group Securities, Inc. Dimensional ETF Tr Dimensional Transaction History