Forvis Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Forvis Wealth Advisors, LLC

  • $4.21 Billion
  • Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 610,873 shares of DFIC stock, worth $17.5 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
610,873
Previous 686,545 11.02%
Holding current value
$17.5 Million
Previous $19.3 Million 18.26%
% of portfolio
0.37%
Previous 0.45%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$25.61 - $28.0 $1.94 Million - $2.12 Million
-75,672 Reduced 11.02%
610,873 $15.8 Million
Q3 2024

Nov 14, 2024
SELL
$25.36 - $28.37 $310,381 - $347,220
-12,239 Reduced 1.75%
686,545 $19.3 Million
Q2 2024

Aug 09, 2024
BUY
$25.73 - $27.44 $254,521 - $271,436
9,892 Added 1.44%
698,784 $18.4 Million
Q1 2024

Apr 19, 2024
BUY
$24.62 - $26.83 $829,521 - $903,983
33,693 Added 5.14%
688,892 $18.4 Million
Q4 2023

Jan 11, 2024
BUY
$22.18 - $25.58 $375,174 - $432,685
16,915 Added 2.65%
655,199 $16.7 Million
Q3 2023

Oct 25, 2023
BUY
$23.25 - $25.17 $1.24 Million - $1.35 Million
53,486 Added 9.15%
638,284 $14.9 Million
Q2 2023

Aug 08, 2023
BUY
$23.45 - $24.88 $1.71 Million - $1.82 Million
73,027 Added 14.27%
584,798 $14.2 Million
Q1 2023

Apr 26, 2023
BUY
$22.5 - $24.64 $1.63 Million - $1.78 Million
72,427 Added 16.49%
511,771 $12.3 Million
Q4 2022

Feb 02, 2023
BUY
$19.06 - $23.03 $2.65 Million - $3.2 Million
139,152 Added 46.35%
439,344 $9.82 Million
Q3 2022

Oct 13, 2022
BUY
$19.05 - $23.07 $3.98 Million - $4.82 Million
208,831 Added 228.58%
300,192 $5.75 Million
Q2 2022

Jul 22, 2022
BUY
$21.35 - $25.2 $1.95 Million - $2.3 Million
91,361 New
91,361 $1.97 Million

Others Institutions Holding DFIC

# of Institutions
449
Shares Held
267M
Call Options Held
5.9K
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
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