Iag Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Iag Wealth Partners, LLC

  • $494 Million
  • Q2 2024

A detailed history of Iag Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 77,303 shares of DFIS stock, worth $2.06 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
77,303
Previous 67,107 15.19%
Holding current value
$2.06 Million
Previous $1.68 Million 13.21%
% of portfolio
0.39%
Previous 0.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$24.08 - $25.86 $245,519 - $263,668
10,196 Added 15.19%
77,303 $1.9 Million
Q1 2024

Apr 24, 2024
BUY
$23.13 - $25.1 $169,866 - $184,334
7,344 Added 12.29%
67,107 $1.68 Million
Q4 2023

Feb 02, 2024
BUY
$20.55 - $24.23 $792,223 - $934,090
38,551 Added 181.74%
59,763 $1.44 Million
Q3 2023

Oct 24, 2023
BUY
$21.81 - $23.89 $222,374 - $243,582
10,196 Added 92.56%
21,212 $465,000
Q2 2023

Aug 10, 2023
BUY
$22.26 - $23.55 $245,216 - $259,426
11,016 New
11,016 $251,000

Others Institutions Holding DFIS

# of Institutions
184
Shares Held
61.4M
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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