Investmark Advisory Group LLC Dimensional ETF Tr Dimensional Transaction History

Investmark Advisory Group LLC

$214 Million
Q3 2025

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 8,645 shares of DFIC stock, worth $284,679. This represents 0.13% of its overall portfolio holdings.

Number of Shares

8,645

Previous 8,621 0.28%

Holding current value

$284,679

Previous $268,000 5.6%

% of portfolio

0.13%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$30.76 - $33.01 $738 - $792	24 Added 0.28%	8,645 $283,000
Q2 2025 Aug 14, 2025	SELL	$24.94 - $31.15 $316,338 - $395,106	-12,684 Reduced 59.54%	8,621 $268,000
Q1 2025 May 15, 2025	BUY	$25.54 - $28.79 $434 - $489	17 Added 0.08%	21,305 $591,000
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

524

Shares Held

300M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Investmark Advisory Group LLC Dimensional ETF Tr Dimensional Transaction History