Joseph Group Capital Management Dimensional ETF Tr Dimensional Transaction History

Joseph Group Capital Management

  • $345 Million
  • Q4 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 21,773 shares of DFIS stock, worth $684,107. This represents 0.2% of its overall portfolio holdings.

Number of Shares
21,773
Previous 22,716 4.15%
Holding current value
$684,107
Previous $718,000 4.74%
% of portfolio
0.2%
Previous 0.22%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 30, 2026
SELL
$30.89 - $32.15 $29,129 - $30,317
-943 Reduced 4.15%
21,773 $684,000
Q3 2025

Oct 23, 2025
BUY
$29.65 - $31.77 $422,897 - $453,135
14,263 Added 168.73%
22,716 $718,000
Q2 2025

Aug 07, 2025
SELL
$23.2 - $29.84 $2,250 - $2,894
-97 Reduced 1.13%
8,453 $252,000
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
307
Shares Held
116M
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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