Congress Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Congress Wealth Management LLC holds 46,479 shares of DFIS stock, worth $1.26 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
46,479
Holding current value
$1.26 Million
% of portfolio
0.02%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$23.92 - $26.89 $1.11 Million - $1.25 Million
46,479 New
46,479 $1.2 Million

Others Institutions Holding DFIS

# of Institutions
253
Shares Held
93.5M
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 Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management 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 Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email