Operose Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Operose Advisors LLC

$292 Million
Q4 2024

A detailed history of Operose Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Operose Advisors LLC holds 8 shares of DFIS stock, worth $208. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$208

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$24.25 - $26.7 $194 - $213	8 New	8 $0

Others Institutions Holding DFIS

# of Institutions

245

Shares Held

89.9M

Call Options Held

Put Options Held

Jones Financial Companies Lllp

17.7M
Shares

$463 Million
0.42% of portfolio
Matson Money. Inc.

12.4M
Shares

$324 Million
10.93% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$279 Million
3.42% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

3.9M
Shares

$102 Million
0.43% of portfolio
Ci Private Wealth, LLC Miami, FL

3.82M
Shares

$99.7 Million
0.14% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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