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 342,119 shares of DFIS stock, worth $8.8 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
342,119
Previous 374,249 8.59%
Holding current value
$8.8 Million
Previous $10 Million 16.32%
% of portfolio
0.2%
Previous 0.24%

Shares

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

Feb 03, 2025
SELL
$24.25 - $26.7 $779,152 - $857,871
-32,130 Reduced 8.59%
342,119 $8.4 Million
Q3 2024

Nov 14, 2024
SELL
$24.06 - $26.97 $364,990 - $409,134
-15,170 Reduced 3.9%
374,249 $10 Million
Q2 2024

Aug 09, 2024
SELL
$24.08 - $25.86 $37,998 - $40,807
-1,578 Reduced 0.4%
389,419 $9.59 Million
Q1 2024

Apr 19, 2024
BUY
$23.13 - $25.1 $178,887 - $194,123
7,734 Added 2.02%
390,997 $9.8 Million
Q4 2023

Jan 11, 2024
BUY
$20.55 - $24.23 $191,752 - $226,090
9,331 Added 2.5%
383,263 $9.26 Million
Q3 2023

Oct 25, 2023
BUY
$21.81 - $23.89 $707,603 - $775,087
32,444 Added 9.5%
373,932 $8.2 Million
Q2 2023

Aug 08, 2023
BUY
$22.26 - $23.55 $453,836 - $480,137
20,388 Added 6.35%
341,488 $7.79 Million
Q1 2023

Apr 26, 2023
BUY
$21.65 - $23.87 $604,251 - $666,211
27,910 Added 9.52%
321,100 $7.38 Million
Q4 2022

Feb 02, 2023
BUY
$18.29 - $22.14 $1.65 Million - $2 Million
90,419 Added 44.59%
293,190 $6.31 Million
Q3 2022

Oct 13, 2022
BUY
$18.33 - $22.66 $2.48 Million - $3.06 Million
135,118 Added 199.72%
202,771 $3.75 Million
Q2 2022

Jul 22, 2022
BUY
$20.78 - $25.18 $1.41 Million - $1.7 Million
67,653 New
67,653 $1.41 Million

Others Institutions Holding DFIS

# of Institutions
235
Shares Held
81.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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