New Edge Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

New Edge Advisors, LLC

$18.3 Billion
Q2 2025

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 22,423 shares of DFIS stock, worth $691,301. This represents 0.0% of its overall portfolio holdings.

Number of Shares

22,423

Previous 22,100 1.46%

Holding current value

$691,301

Previous $571,000 17.16%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$23.2 - $29.84 $7,493 - $9,638	323 Added 1.46%	22,423 $669,000
Q1 2025 May 15, 2025	SELL	$23.92 - $26.89 $8,419 - $9,465	-352 Reduced 1.57%	22,100 $571,000
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

275

Shares Held

85.4M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Account

New Edge Advisors, LLC Dimensional ETF Tr Dimensional Transaction History