Mission Wealth Management, LP Dimensional ETF Tr Dimensional Transaction History

Mission Wealth Management, LP

  • $4.01 Billion
  • Q1 2025

A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mission Wealth Management, LP holds 17,579 shares of DFIS stock, worth $527,370. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,579
Previous 17,577 0.01%
Holding current value
$527,370
Previous $431,000 5.34%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 17, 2025
BUY
$23.92 - $26.89 $47 - $53
2 Added 0.01%
17,579 $454,000
Q4 2024

Feb 06, 2025
BUY
$24.25 - $26.7 $426,242 - $469,305
17,577 New
17,577 $431,000

Others Institutions Holding DFIS

# of Institutions
253
Shares Held
94.1M
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 Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP 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 Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email