Mc Namara Financial Services, Inc. Dimensional ETF Tr Dimensional Transaction History

Mc Namara Financial Services, Inc.

$459 Million
Q1 2025

A detailed history of Mc Namara Financial Services, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mc Namara Financial Services, Inc. holds 64,378 shares of DFIS stock, worth $1.66 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

64,378

Previous 56,983 12.98%

Holding current value

$1.66 Million

Previous $1.4 Million 20.37%

% of portfolio

0.37%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$23.92 - $26.89 $176,888 - $198,851	7,395 Added 12.98%	64,378 $1.68 Million
Q4 2024 Jan 24, 2025	SELL	$24.25 - $26.7 $117,467 - $129,334	-4,844 Reduced 7.83%	56,983 $1.4 Million
Q3 2024 Oct 10, 2024	BUY	$24.06 - $26.97 $14,315 - $16,047	595 Added 0.97%	61,827 $1.66 Million
Q2 2024 Aug 01, 2024	BUY	$24.08 - $25.86 $182,598 - $196,096	7,583 Added 14.13%	61,232 $1.51 Million
Q1 2024 Apr 15, 2024	BUY	$23.13 - $25.1 $141,509 - $153,561	6,118 Added 12.87%	53,649 $1.34 Million
Q4 2023 Jan 29, 2024	BUY	$20.55 - $24.23 $36,270 - $42,765	1,765 Added 3.86%	47,531 $1.15 Million
Q3 2023 Oct 10, 2023	BUY	$21.81 - $23.89 $998,156 - $1.09 Million	45,766 New	45,766 $1 Million

Others Institutions Holding DFIS

# of Institutions

245

Shares Held

85.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

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Mc Namara Financial Services, Inc. Dimensional ETF Tr Dimensional Transaction History