Elwood & Goetz Wealth Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$402 Million
Q3 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 28,924 shares of DFIS stock, worth $717,025. This represents 0.19% of its overall portfolio holdings.

Number of Shares

28,924

Previous 23,675 22.17%

Holding current value

$717,025

Previous $583,000 33.1%

% of portfolio

0.19%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$24.06 - $26.97 $126,290 - $141,565	5,249 Added 22.17%	28,924 $776,000
Q2 2024 Jul 30, 2024	BUY	$24.08 - $25.86 $39,394 - $42,306	1,636 Added 7.42%	23,675 $583,000
Q1 2024 Apr 22, 2024	BUY	$23.13 - $25.1 $10,107 - $10,968	437 Added 2.02%	22,039 $552,000
Q4 2023 Jan 18, 2024	BUY	$20.55 - $24.23 $28,297 - $33,364	1,377 Added 6.81%	21,602 $522,000
Q3 2023 Oct 19, 2023	SELL	$21.81 - $23.89 $25,408 - $27,831	-1,165 Reduced 5.45%	20,225 $443,000
Q2 2023 Jul 28, 2023	BUY	$22.26 - $23.55 $159,359 - $168,594	7,159 Added 50.31%	21,390 $488,000
Q1 2023 Apr 19, 2023	BUY	$21.65 - $23.87 $5,022 - $5,537	232 Added 1.66%	14,231 $327,000
Q4 2022 Jan 27, 2023	BUY	$18.29 - $22.14 $256,041 - $309,937	13,999 New	13,999 $301,000

Others Institutions Holding DFIS

# of Institutions

195

Shares Held

78.5M

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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Elwood & Goetz Wealth Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History