Delap Wealth Advisory, LLC Dimensional ETF Tr Dimensional Transaction History

Delap Wealth Advisory, LLC

  • $179 Billion
  • Q1 2025

A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 12,895 shares of DFIC stock, worth $402,452. This represents 0.2% of its overall portfolio holdings.

Number of Shares
12,895
Previous 11,713 10.09%
Holding current value
$402,452
Previous $303 Million 18.29%
% of portfolio
0.2%
Previous 0.18%

Shares

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

May 08, 2025
BUY
$25.54 - $28.79 $30,188 - $34,029
1,182 Added 10.09%
12,895 $358 Million
Q4 2024

Feb 04, 2025
BUY
$25.61 - $28.0 $3,943 - $4,312
154 Added 1.33%
11,713 $303 Million
Q3 2024

Nov 12, 2024
SELL
$25.36 - $28.37 $855,976 - $957,572
-33,753 Reduced 74.49%
11,559 $325 Million
Q2 2024

Aug 13, 2024
BUY
$25.73 - $27.44 $937,729 - $1 Million
36,445 Added 411.02%
45,312 $1.19 Billion
Q1 2024

May 14, 2024
BUY
$24.62 - $26.83 $218,305 - $237,901
8,867 New
8,867 $237 Million

Others Institutions Holding DFIC

# of Institutions
473
Shares Held
280M
Call Options Held
6.6K
Put Options Held
3.9K
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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