A detailed history of Edmonds Duncan Registered Investment Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Edmonds Duncan Registered Investment Advisors, LLC holds 518,622 shares of DFIS stock, worth $12.6 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares
518,622
Previous 485,299 6.87%
Holding current value
$12.6 Million
Previous $12 Million 16.42%
% of portfolio
3.12%
Previous 2.92%

Shares

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

Nov 13, 2024

BUY
$24.06 - $26.97 $801,751 - $898,721
33,323 Added 6.87%
518,622 $13.9 Million
Q2 2024

Jul 16, 2024

BUY
$24.08 - $25.86 $445,576 - $478,513
18,504 Added 3.96%
485,299 $12 Million
Q1 2024

Apr 18, 2024

BUY
$23.13 - $25.1 $154,785 - $167,969
6,692 Added 1.45%
466,795 $11.7 Million
Q4 2023

Jan 11, 2024

BUY
$20.55 - $24.23 $183,778 - $216,688
8,943 Added 1.98%
460,103 $11.1 Million
Q3 2023

Oct 16, 2023

BUY
$21.81 - $23.89 $924,067 - $1.01 Million
42,369 Added 10.36%
451,160 $9.9 Million
Q2 2023

Jul 06, 2023

BUY
$22.26 - $23.55 $9.1 Million - $9.63 Million
408,791 New
408,791 $9.33 Million

Others Institutions Holding DFIS

About DIMENSIONAL ETF TR DIMENSIONAL


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

Track Edmonds Duncan Registered Investment Advisors, LLC Portfolio

Follow Edmonds Duncan Registered Investment Advisors, 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 Edmonds Duncan Registered Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edmonds Duncan Registered Investment Advisors, LLC with notifications on news.