First Ascent Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History

First Ascent Asset Management, LLC

  • $892 Billion
  • Q4 2023

A detailed history of First Ascent Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 653,239 shares of DFIC stock, worth $21.8 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
653,239
Previous 610,615 6.98%
Holding current value
$21.8 Million
Previous $14.3 Billion 16.97%
% of portfolio
1.87%
Previous 1.84%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024
BUY
$22.18 - $25.58 $945,400 - $1.09 Million
42,624 Added 6.98%
653,239 $16.7 Billion
Q3 2023

Nov 08, 2023
BUY
$23.25 - $25.17 $1.93 Million - $2.09 Million
83,210 Added 15.78%
610,615 $14.3 Billion
Q2 2023

Aug 01, 2023
BUY
$23.45 - $24.88 $471,415 - $500,162
20,103 Added 3.96%
527,405 $12.8 Billion
Q1 2023

May 10, 2023
BUY
$22.5 - $24.64 $386,212 - $422,945
17,165 Added 3.5%
507,302 $12.2 Billion
Q4 2022

Feb 06, 2023
BUY
$19.06 - $23.03 $9.34 Million - $11.3 Million
490,137 New
490,137 $11 Billion

Others Institutions Holding DFIC

# of Institutions
526
Shares Held
282M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track First Ascent Asset Management, LLC Portfolio

Follow First Ascent Asset Management, 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 First Ascent Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Ascent Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email