A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 60,124 shares of DFIC stock, worth $1.59 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
60,124
Previous 52,103 15.39%
Holding current value
$1.59 Million
Previous $1.37 Million 23.52%
% of portfolio
0.43%
Previous 0.37%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$25.36 - $28.37 $203,412 - $227,555
8,021 Added 15.39%
60,124 $1.69 Million
Q2 2024

Aug 02, 2024

BUY
$25.73 - $27.44 $46,880 - $49,995
1,822 Added 3.62%
52,103 $1.37 Million
Q1 2024

May 03, 2024

BUY
$24.62 - $26.83 $260,922 - $284,344
10,598 Added 26.71%
50,281 $1.35 Million
Q4 2023

Feb 02, 2024

BUY
$22.18 - $25.58 $412,836 - $476,120
18,613 Added 88.34%
39,683 $1.01 Million
Q3 2023

Nov 03, 2023

BUY
$23.25 - $25.17 $22,343 - $24,188
961 Added 4.78%
21,070 $491,000
Q2 2023

Aug 11, 2023

BUY
$23.45 - $24.88 $471,556 - $500,311
20,109 New
20,109 $488,000

Others Institutions Holding DFIC

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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