Provident Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Provident Wealth Management, LLC

$298 Million
Q4 2024

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 49,802 shares of DFIS stock, worth $1.27 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

49,802

Previous 52,956 5.96%

Holding current value

$1.27 Million

Previous $1.42 Million 13.87%

% of portfolio

0.41%

Previous 0.49%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

235

Shares Held

81.5M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Provident Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History