Provident Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Provident Wealth Management, LLC

  • $324 Million
  • Q3 2025

A detailed history of Provident Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Provident Wealth Management, LLC holds 50,140 shares of DFIS stock, worth $1.58 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
50,140
Previous 45,144 11.07%
Holding current value
$1.58 Million
Previous $1.35 Million 17.67%
% of portfolio
0.49%
Previous 0.44%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$29.65 - $31.77 $148,131 - $158,722
4,996 Added 11.07%
50,140 $1.59 Million
Q2 2025

Jul 18, 2025
BUY
$23.2 - $29.84 $27,283 - $35,091
1,176 Added 2.67%
45,144 $1.35 Million
Q1 2025

Apr 21, 2025
SELL
$23.92 - $26.89 $139,549 - $156,876
-5,834 Reduced 11.71%
43,968 $1.14 Million
Q4 2024

Feb 04, 2025
SELL
$24.25 - $26.7 $76,484 - $84,211
-3,154 Reduced 5.96%
49,802 $1.22 Million
Q3 2024

Oct 16, 2024
SELL
$24.06 - $26.97 $33,178 - $37,191
-1,379 Reduced 2.54%
52,956 $1.42 Million
Q2 2024

Jul 17, 2024
SELL
$24.08 - $25.86 $64,100 - $68,839
-2,662 Reduced 4.67%
54,335 $1.34 Million
Q1 2024

Apr 22, 2024
BUY
$23.13 - $25.1 $57,454 - $62,348
2,484 Added 4.56%
56,997 $1.43 Million
Q4 2023

Jan 24, 2024
SELL
$20.55 - $24.23 $28,646 - $33,776
-1,394 Reduced 2.49%
54,513 $1.32 Million
Q3 2023

Oct 19, 2023
BUY
$21.81 - $23.89 $86,062 - $94,269
3,946 Added 7.59%
55,907 $1.23 Million
Q2 2023

Jul 31, 2023
BUY
$22.26 - $23.55 $1.16 Million - $1.22 Million
51,961 New
51,961 $1.19 Million

Others Institutions Holding DFIS

# of Institutions
286
Shares Held
114M
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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