Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $413 Million
  • Q1 2025

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 67,840 shares of DFIC stock, worth $2.1 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
67,840
Previous 61,958 9.49%
Holding current value
$2.1 Million
Previous $1.6 Million 17.61%
% of portfolio
0.46%
Previous 0.4%

Shares

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

May 02, 2025
BUY
$25.54 - $28.79 $150,226 - $169,342
5,882 Added 9.49%
67,840 $1.88 Million
Q4 2024

Feb 07, 2025
BUY
$25.61 - $28.0 $46,968 - $51,352
1,834 Added 3.05%
61,958 $1.6 Million
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

# of Institutions
471
Shares Held
279M
Call Options Held
6.6K
Put Options Held
3.9K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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