Investmark Advisory Group LLC Dimensional ETF Tr Dimensional Transaction History

Investmark Advisory Group LLC

  • $200 Million
  • Q4 2024

A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Investmark Advisory Group LLC holds 21,288 shares of DFIC stock, worth $599,470. This represents 0.28% of its overall portfolio holdings.

Number of Shares
21,288
Previous 16,298 30.62%
Holding current value
$599,470
Previous $458,000 20.09%
% of portfolio
0.28%
Previous 0.23%

Shares

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

Feb 18, 2025
BUY
$25.61 - $28.0 $127,793 - $139,720
4,990 Added 30.62%
21,288 $550,000
Q3 2024

Nov 14, 2024
BUY
$25.36 - $28.37 $14,505 - $16,227
572 Added 3.64%
16,298 $458,000
Q2 2024

Aug 14, 2024
BUY
$25.73 - $27.44 $8,593 - $9,164
334 Added 2.17%
15,726 $413,000
Q1 2024

May 17, 2024
BUY
$24.62 - $26.83 $8,395 - $9,149
341 Added 2.27%
15,392 $411,000
Q4 2023

Feb 14, 2024
BUY
$22.18 - $25.58 $29,543 - $34,072
1,332 Added 9.71%
15,051 $384,000
Q2 2023

Aug 14, 2023
BUY
$23.45 - $24.88 $321,710 - $341,328
13,719 New
13,719 $332,000

Others Institutions Holding DFIC

# of Institutions
438
Shares Held
2.29B
Call Options Held
5.9K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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