Forvis Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Forvis Wealth Advisors, LLC

$4 Billion
Q1 2025

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 269,960 shares of DFIS stock, worth $7.32 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

269,960

Previous 342,119 21.09%

Holding current value

$7.32 Million

Previous $8.4 Million 16.98%

% of portfolio

0.17%

Previous 0.2%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$23.92 - $26.89 $1.73 Million - $1.94 Million	-72,159 Reduced 21.09%	269,960 $6.98 Million
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

253

Shares Held

93.5M

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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Forvis Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History