A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 175,282 shares of DFIS stock, worth $4.68 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
175,282
Previous 130,634 34.18%
Holding current value
$4.68 Million
Previous $3.27 Million 31.9%
% of portfolio
0.14%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$24.08 - $25.86 $1.08 Million - $1.15 Million
44,648 Added 34.18%
175,282 $4.32 Million
Q1 2024

Apr 12, 2024

BUY
$23.13 - $25.1 $280,821 - $304,739
12,141 Added 10.25%
130,634 $3.27 Million
Q4 2023

Jan 10, 2024

BUY
$20.55 - $24.23 $275,493 - $324,827
13,406 Added 12.76%
118,493 $2.86 Million
Q3 2023

Oct 10, 2023

BUY
$21.81 - $23.89 $936,019 - $1.03 Million
42,917 Added 69.03%
105,087 $2.31 Million
Q2 2023

Aug 03, 2023

BUY
$22.26 - $23.55 $392,889 - $415,657
17,650 Added 39.65%
62,170 $1.42 Million
Q1 2023

Apr 10, 2023

BUY
$21.65 - $23.87 $963,857 - $1.06 Million
44,520 New
44,520 $1.02 Million

Others Institutions Holding DFIS

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.