Iag Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Iag Wealth Partners, LLC

$570 Million
Q1 2025

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 99,592 shares of DFIS stock, worth $2.96 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

99,592

Previous 94,128 5.8%

Holding current value

$2.96 Million

Previous $2.31 Million 11.34%

% of portfolio

0.45%

Previous 0.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$23.92 - $26.89 $130,698 - $146,926	5,464 Added 5.8%	99,592 $2.57 Million
Q4 2024 Feb 10, 2025	BUY	$24.25 - $26.7 $228,386 - $251,460	9,418 Added 11.12%	94,128 $2.31 Million
Q3 2024 Oct 29, 2024	BUY	$24.06 - $26.97 $178,212 - $199,766	7,407 Added 9.58%	84,710 $2.27 Million
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

253

Shares Held

94.1M

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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Iag Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History