Congress Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 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 29,171 shares of DFIC stock, worth $960,601. This represents 0.01% of its overall portfolio holdings.

Number of Shares
29,171
Previous 26,641 9.5%
Holding current value
$960,601
Previous $739,000 22.6%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2025
BUY
$24.94 - $31.15 $63,098 - $78,809
2,530 Added 9.5%
29,171 $906,000
Q1 2025

May 14, 2025
BUY
$25.54 - $28.79 $680,411 - $766,994
26,641 New
26,641 $739,000

Others Institutions Holding DFIC

# of Institutions
524
Shares Held
300M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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