Disciplined Investments, LLC Dimensional ETF Tr Dimensional Transaction History

Disciplined Investments, LLC

  • $195 Million
  • Q3 2024

A detailed history of Disciplined Investments, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Disciplined Investments, LLC holds 144,652 shares of DFIS stock, worth $3.59 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
144,652
Previous 130,688 10.68%
Holding current value
$3.59 Million
Previous $3.22 Million 20.6%
% of portfolio
1.99%
Previous 1.78%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$24.06 - $26.97 $335,973 - $376,609
13,964 Added 10.68%
144,652 $3.88 Million
Q2 2024

Aug 09, 2024
BUY
$24.08 - $25.86 $98,896 - $106,207
4,107 Added 3.24%
130,688 $3.22 Million
Q1 2024

Apr 15, 2024
BUY
$23.13 - $25.1 $269,903 - $292,891
11,669 Added 10.15%
126,581 $3.17 Million
Q4 2023

Jan 12, 2024
BUY
$20.55 - $24.23 $310,222 - $365,776
15,096 Added 15.12%
114,912 $2.78 Million
Q3 2023

Nov 14, 2023
SELL
$21.81 - $23.89 $53,260 - $58,339
-2,442 Reduced 2.39%
99,816 $2.19 Million
Q2 2023

Jul 10, 2023
BUY
$22.26 - $23.55 $68,226 - $72,180
3,065 Added 3.09%
102,258 $2.33 Million
Q1 2023

May 10, 2023
BUY
$21.65 - $23.87 $213,490 - $235,382
9,861 Added 11.04%
99,193 $2.28 Million
Q4 2022

Feb 01, 2023
BUY
$18.29 - $22.14 $525,160 - $635,705
28,713 Added 47.37%
89,332 $1.92 Million
Q3 2022

Nov 03, 2022
BUY
$18.33 - $22.66 $766,817 - $947,958
41,834 Added 222.7%
60,619 $1.12 Million
Q2 2022

Aug 09, 2022
BUY
$20.78 - $25.18 $390,352 - $473,006
18,785 New
18,785 $391,000

Others Institutions Holding DFIS

# of Institutions
195
Shares Held
78.5M
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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