Nelson, Van Denburg & Campbell Wealth Management Group, LLC Dimensional ETF Tr Dimensional Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.53 Billion
  • Q1 2025

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 68,809 shares of DFIS stock, worth $2.05 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
68,809
Previous 66,471 3.52%
Holding current value
$2.05 Million
Previous $1.63 Million 8.95%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Apr 21, 2025
BUY
$23.92 - $26.89 $55,924 - $62,868
2,338 Added 3.52%
68,809 $1.78 Million
Q4 2024

Jan 17, 2025
BUY
$24.25 - $26.7 $76,242 - $83,944
3,144 Added 4.96%
66,471 $1.63 Million
Q3 2024

Nov 08, 2024
BUY
$24.06 - $26.97 $78,219 - $87,679
3,251 Added 5.41%
63,327 $1.7 Million
Q2 2024

Aug 13, 2024
BUY
$24.08 - $25.86 $148,236 - $159,194
6,156 Added 11.42%
60,076 $1.48 Million
Q1 2024

Apr 30, 2024
BUY
$23.13 - $25.1 $424,759 - $460,936
18,364 Added 51.65%
53,920 $1.35 Million
Q4 2023

Jan 30, 2024
BUY
$20.55 - $24.23 $126,320 - $148,941
6,147 Added 20.9%
35,556 $859,000
Q3 2023

Oct 17, 2023
BUY
$21.81 - $23.89 $227,369 - $249,053
10,425 Added 54.91%
29,409 $645,000
Q2 2023

Jul 19, 2023
BUY
$22.26 - $23.55 $72,278 - $76,466
3,247 Added 20.63%
18,984 $433,000
Q1 2023

May 10, 2023
BUY
$21.65 - $23.87 $86,621 - $95,503
4,001 Added 34.09%
15,737 $361,000
Q4 2022

Feb 14, 2023
BUY
$18.29 - $22.14 $85,341 - $103,305
4,666 Added 66.0%
11,736 $252,000
Q3 2022

Oct 26, 2022
BUY
$18.33 - $22.66 $118,008 - $145,885
6,438 Added 1018.67%
7,070 $130,000
Q2 2022

Aug 10, 2022
BUY
$20.78 - $25.18 $13,132 - $15,913
632 New
632 $13,000

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
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