Daner Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Daner Wealth Management, LLC

  • $150 Million
  • Q3 2025

A detailed history of Daner Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Daner Wealth Management, LLC holds 60,625 shares of DFIC stock, worth $1.99 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
60,625
Previous 62,718 3.34%
Holding current value
$1.99 Million
Previous $2.01 Billion 99.9%
% of portfolio
1.32%
Previous 1.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$30.76 - $33.01 $64,380 - $69,089
-2,093 Reduced 3.34%
60,625 $1.99 Million
Q2 2025

Aug 13, 2025
SELL
$24.94 - $31.15 $93,824 - $117,186
-3,762 Reduced 5.66%
62,718 $2.01 Billion
Q4 2024

Feb 04, 2025
BUY
$25.61 - $28.0 $1.7 Million - $1.86 Million
66,480 New
66,480 $1.8 Billion

Others Institutions Holding DFIC

# of Institutions
515
Shares Held
299M
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
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