Discipline Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History

Discipline Wealth Solutions, LLC

$246 Million
Q2 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 306,157 shares of DFIS stock, worth $9.13 Million. This represents 3.71% of its overall portfolio holdings.

Number of Shares

306,157

Previous 293,071 4.47%

Holding current value

$9.13 Million

Previous $7.57 Million 20.64%

% of portfolio

3.71%

Previous 3.82%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$23.2 - $29.84 $303,595 - $390,486	13,086 Added 4.47%	306,157 $9.14 Million
Q1 2025 Apr 29, 2025	BUY	$23.92 - $26.89 $148,112 - $166,502	6,192 Added 2.16%	293,071 $7.57 Million
Q4 2024 Feb 26, 2025	BUY	$24.25 - $26.7 $888,835 - $978,635	36,653 Added 14.65%	286,879 $7.05 Million
Q3 2024 Nov 19, 2024	BUY	$24.06 - $26.97 $759,093 - $850,903	31,550 Added 14.43%	250,226 $6.71 Million
Q2 2024 Aug 07, 2024	BUY	$24.08 - $25.86 $806,896 - $866,542	33,509 Added 18.1%	218,676 $5.39 Million
Q1 2024 May 03, 2024	BUY	$23.13 - $25.1 $511,704 - $555,287	22,123 Added 13.57%	185,167 $4.64 Million
Q4 2023 Feb 09, 2024	BUY	$20.55 - $24.23 $3.35 Million - $3.95 Million	163,044 New	163,044 $3.94 Million

Others Institutions Holding DFIS

# of Institutions

262

Shares Held

85M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Discipline Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Discipline Wealth Solutions, LLC with notifications on news.

Account

Discipline Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History