Dynamic Advisor Solutions LLC Dimensional ETF Tr Dimensional Transaction History

Dynamic Advisor Solutions LLC

$2.31 Billion
Q4 2024

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 184,396 shares of DFIS stock, worth $4.82 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

184,396

Previous 176,199 4.65%

Holding current value

$4.82 Million

Previous $4.73 Million 4.21%

% of portfolio

0.2%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$24.25 - $26.7 $198,777 - $218,859	8,197 Added 4.65%	184,396 $4.53 Million
Q3 2024 Oct 07, 2024	BUY	$24.06 - $26.97 $22,063 - $24,731	917 Added 0.52%	176,199 $4.73 Million
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

# of Institutions

235

Shares Held

81.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Dynamic Advisor Solutions LLC Dimensional ETF Tr Dimensional Transaction History