Forvis Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 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 686,545 shares of DFIC stock, worth $17.6 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

686,545

Previous 698,784 1.75%

Holding current value

$17.6 Million

Previous $18.4 Million 5.16%

% of portfolio

0.45%

Previous 0.46%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

364

Shares Held

234M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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Forvis Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History