A detailed history of J.W. Cole Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 16,442 shares of DFIC stock, worth $440,316. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,442
Previous 16,362 0.49%
Holding current value
$440,316
Previous $430,000 7.44%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$25.36 - $28.37 $2,028 - $2,269
80 Added 0.49%
16,442 $462,000
Q2 2024

Aug 08, 2024

BUY
$25.73 - $27.44 $5,197 - $5,542
202 Added 1.25%
16,362 $430,000
Q1 2024

Apr 30, 2024

BUY
$24.62 - $26.83 $183,345 - $199,803
7,447 Added 85.47%
16,160 $432,000
Q4 2023

Jan 31, 2024

BUY
$22.18 - $25.58 $193,254 - $222,878
8,713 New
8,713 $222,000

Others Institutions Holding DFIC

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.