New Edge Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

New Edge Advisors, LLC

  • $16 Billion
  • Q4 2024

A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, New Edge Advisors, LLC holds 22,452 shares of DFIS stock, worth $585,772. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,452
Previous 22,134 1.44%
Holding current value
$585,772
Previous $593,000 7.08%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$24.25 - $26.7 $7,711 - $8,490
318 Added 1.44%
22,452 $551,000
Q3 2024

Nov 14, 2024
SELL
$24.06 - $26.97 $682,678 - $765,246
-28,374 Reduced 56.18%
22,134 $593,000
Q2 2024

Aug 15, 2024
BUY
$24.08 - $25.86 $57,406 - $61,650
2,384 Added 4.95%
50,508 $1.24 Million
Q1 2024

May 14, 2024
BUY
$23.13 - $25.1 $214,391 - $232,651
9,269 Added 23.86%
48,124 $1.21 Million
Q4 2023

Feb 13, 2024
BUY
$20.55 - $24.23 $798,470 - $941,456
38,855 New
38,855 $939,000
Q1 2023

May 12, 2023
BUY
$21.65 - $23.87 $5,715 - $6,301
264 New
264 $6,000

Others Institutions Holding DFIS

# of Institutions
236
Shares Held
81.5M
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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