Sowell Financial Services LLC Dimensional ETF Tr Dimensional Transaction History

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sowell Financial Services LLC holds 137,980 shares of DFIC stock, worth $3.73 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
137,980
Previous 121,082 13.96%
Holding current value
$3.73 Million
Previous $3.18 Million 21.96%
% of portfolio
0.19%
Previous 0.16%

Shares

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

Oct 04, 2024
BUY
$25.36 - $28.37 $428,533 - $479,396
16,898 Added 13.96%
137,980 $3.88 Million
Q2 2024

Aug 13, 2024
BUY
$25.73 - $27.44 $9,468 - $10,097
368 Added 0.3%
121,082 $3.18 Million
Q1 2024

May 03, 2024
BUY
$24.62 - $26.83 $96,978 - $105,683
3,939 Added 3.37%
120,714 $3.23 Million
Q4 2023

Jan 24, 2024
BUY
$22.18 - $25.58 $105,044 - $121,146
4,736 Added 4.23%
116,775 $2.98 Million
Q3 2023

Nov 08, 2023
BUY
$23.25 - $25.17 $87,257 - $94,463
3,753 Added 3.47%
112,039 $2.62 Million
Q2 2023

Aug 14, 2023
SELL
$23.45 - $24.88 $28,585 - $30,328
-1,219 Reduced 1.11%
108,286 $2.63 Million
Q1 2023

May 12, 2023
BUY
$22.5 - $24.64 $116,325 - $127,388
5,170 Added 4.96%
109,505 $2.64 Million
Q4 2022

Feb 09, 2023
BUY
$19.06 - $23.03 $1.23 Million - $1.49 Million
64,737 Added 163.49%
104,335 $2.33 Million
Q3 2022

Nov 15, 2022
BUY
$19.05 - $23.07 $754,341 - $913,525
39,598 New
39,598 $759,000

Others Institutions Holding DFIC

# of Institutions
362
Shares Held
234M
Call Options Held
0
Put Options Held
0
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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