Rialto Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Rialto Wealth Management, LLC

  • $307 Million
  • Q1 2025

A detailed history of Rialto Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 20,471 shares of DFIS stock, worth $610,854. This represents 0.17% of its overall portfolio holdings.

Number of Shares
20,471
Previous 16,526 23.87%
Holding current value
$610,854
Previous $406 Million 99.87%
% of portfolio
0.17%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$23.92 - $26.89 $94,364 - $106,081
3,945 Added 23.87%
20,471 $535,000
Q4 2024

Feb 07, 2025
BUY
$24.25 - $26.7 $400,755 - $441,244
16,526 New
16,526 $406 Million

Others Institutions Holding DFIS

# of Institutions
253
Shares Held
94.1M
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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