Discipline Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History

Discipline Wealth Solutions, LLC

  • $513 Million
  • Q4 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 591,483 shares of DFIS stock, worth $18.6 Million. This represents 3.62% of its overall portfolio holdings.

Number of Shares
591,483
Previous 332,705 77.78%
Holding current value
$18.6 Million
Previous $10.5 Million 76.6%
% of portfolio
3.62%
Previous 2.97%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
$30.89 - $32.15 $7.99 Million - $8.32 Million
258,778 Added 77.78%
591,483 $18.6 Million
Q3 2025

Oct 21, 2025
BUY
$29.65 - $31.77 $787,148 - $843,429
26,548 Added 8.67%
332,705 $10.5 Million
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
306
Shares Held
116M
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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