Rialto Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Rialto Wealth Management, LLC

  • $342 Million
  • Q2 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 20,380 shares of DFIS stock, worth $646,453. This represents 0.18% of its overall portfolio holdings.

Number of Shares
20,380
Previous 20,471 0.44%
Holding current value
$646,453
Previous $535,000 13.64%
% of portfolio
0.18%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$23.2 - $29.84 $2,111 - $2,715
-91 Reduced 0.44%
20,380 $608,000
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
274
Shares Held
86.1M
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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