Mission Wealth Management, LP Dimensional ETF Tr Dimensional Transaction History

Mission Wealth Management, LP

  • $4.6 Billion
  • Q2 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 20,292 shares of DFIS stock, worth $640,618. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,292
Previous 17,579 15.43%
Holding current value
$640,618
Previous $454,000 33.26%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$23.2 - $29.84 $62,941 - $80,955
2,713 Added 15.43%
20,292 $605,000
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
276
Shares Held
85.5M
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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