Joseph Group Capital Management Dimensional ETF Tr Dimensional Transaction History

Joseph Group Capital Management

  • $252 Million
  • Q1 2025

A detailed history of Joseph Group Capital Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Joseph Group Capital Management holds 8,550 shares of DFIS stock, worth $248,292. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,550
Previous 8,957 4.54%
Holding current value
$248,292
Previous $219,000 0.46%
% of portfolio
0.09%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$23.92 - $26.89 $9,735 - $10,944
-407 Reduced 4.54%
8,550 $220,000
Q4 2024

Feb 12, 2025
BUY
$24.25 - $26.7 $139,364 - $153,444
5,747 Added 179.03%
8,957 $219,000
Q3 2024

Nov 07, 2024
BUY
$24.06 - $26.97 $15,855 - $17,773
659 Added 25.83%
3,210 $86,000
Q2 2024

Aug 12, 2024
BUY
$24.08 - $25.86 $3,274 - $3,516
136 Added 5.63%
2,551 $62,000
Q1 2024

May 13, 2024
SELL
$23.13 - $25.1 $18,295 - $19,854
-791 Reduced 24.67%
2,415 $60,000
Q4 2023

Feb 13, 2024
BUY
$20.55 - $24.23 $7,603 - $8,965
370 Added 13.05%
3,206 $77,000
Q3 2023

Nov 13, 2023
SELL
$21.81 - $23.89 $3,162 - $3,464
-145 Reduced 4.86%
2,836 $62,000
Q2 2023

Aug 10, 2023
SELL
$22.26 - $23.55 $38,932 - $41,188
-1,749 Reduced 36.98%
2,981 $68,000
Q1 2023

May 04, 2023
SELL
$21.65 - $23.87 $39,511 - $43,562
-1,825 Reduced 27.84%
4,730 $108,000
Q4 2022

Feb 09, 2023
BUY
$18.29 - $22.14 $119,890 - $145,127
6,555 New
6,555 $140,000

Others Institutions Holding DFIS

# of Institutions
253
Shares Held
94M
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
Track This Portfolio

Track Joseph Group Capital Management Portfolio

Follow Joseph Group Capital Management 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 Joseph Group Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Joseph Group Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email