Discipline Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History

Discipline Wealth Solutions, LLC

  • $109 Million
  • Q1 2024

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 185,167 shares of DFIS stock, worth $4.59 Million. This represents 4.27% of its overall portfolio holdings.

Number of Shares
185,167
Previous 163,044 13.57%
Holding current value
$4.59 Million
Previous $3.94 Million 17.77%
% of portfolio
4.27%
Previous 3.93%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
170
Shares Held
48.3M
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
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