Market Street Wealth Management Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Market Street Wealth Management Advisors LLC

$545 Million
Q4 2024

A detailed history of Market Street Wealth Management Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 849,189 shares of DFIC stock, worth $22.7 Million. This represents 4.03% of its overall portfolio holdings.

Number of Shares

849,189

Previous 812,378 4.53%

Holding current value

$22.7 Million

Previous $22.9 Million 3.98%

% of portfolio

4.03%

Previous 4.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$25.61 - $28.0 $942,729 - $1.03 Million	36,811 Added 4.53%	849,189 $22 Million
Q3 2024 Oct 16, 2024	BUY	$25.36 - $28.37 $468,120 - $523,681	18,459 Added 2.33%	812,378 $22.9 Million
Q2 2024 Jul 29, 2024	BUY	$25.73 - $27.44 $796,111 - $849,021	30,941 Added 4.06%	793,919 $20.9 Million
Q1 2024 Apr 11, 2024	BUY	$24.62 - $26.83 $1.45 Million - $1.57 Million	58,702 Added 8.34%	762,978 $20.4 Million
Q4 2023 Jan 29, 2024	BUY	$22.18 - $25.58 $15.6 Million - $18 Million	704,276 New	704,276 $18 Million

Others Institutions Holding DFIC

# of Institutions

383

Shares Held

2.26B

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Market Street Wealth Management Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Market Street Wealth Management Advisors LLC with notifications on news.

Account

Market Street Wealth Management Advisors LLC Dimensional ETF Tr Dimensional Transaction History