Dynamic Advisor Solutions LLC Dimensional ETF Tr Dimensional Transaction History

Dynamic Advisor Solutions LLC

  • $3.14 Billion
  • Q2 2025

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 177,754 shares of DFIS stock, worth $5.39 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
177,754
Previous 187,259 5.08%
Holding current value
$5.39 Million
Previous $4.84 Million 9.63%
% of portfolio
0.17%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
$23.2 - $29.84 $220,516 - $283,629
-9,505 Reduced 5.08%
177,754 $5.3 Million
Q1 2025

Apr 16, 2025
BUY
$23.92 - $26.89 $68,482 - $76,986
2,863 Added 1.55%
187,259 $4.84 Million
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
259
Shares Held
86.6M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email