Joseph Group Capital Management Dimensional ETF Tr Dimensional Transaction History

Joseph Group Capital Management

  • $174 Million
  • Q1 2024

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 2,415 shares of DFIS stock, worth $60,978. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,415
Previous 3,206 24.67%
Holding current value
$60,978
Previous $77,000 22.08%
% of portfolio
0.03%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$19.82 - $22.14 $129,920 - $145,127
6,555 New
6,555 $140,000

Others Institutions Holding DFIS

# of Institutions
171
Shares Held
48.3M
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
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