Gen Financial Management, Inc. Dimensional ETF Tr Dimensional Transaction History

Gen Financial Management, Inc.

  • $148 Billion
  • Q1 2025

A detailed history of Gen Financial Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Gen Financial Management, Inc. holds 10,723 shares of DFIS stock, worth $287,698. This represents 0.19% of its overall portfolio holdings.

Number of Shares
10,723
Previous 8,322 28.85%
Holding current value
$287,698
Previous $204 Million 35.59%
% of portfolio
0.19%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$23.92 - $26.89 $57,431 - $64,562
2,401 Added 28.85%
10,723 $277 Million
Q4 2024

Jan 24, 2025
BUY
$24.25 - $26.7 $201,808 - $222,197
8,322 New
8,322 $204 Million

Others Institutions Holding DFIS

# of Institutions
245
Shares Held
91M
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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