Steward Partners Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 10,015 shares of DFIS stock, worth $255,082. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,015
Previous 10,265 2.44%
Holding current value
$255,082
Previous $257,000 4.28%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$24.08 - $25.86 $6,020 - $6,465
-250 Reduced 2.44%
10,015 $246,000
Q4 2023

Feb 12, 2024
SELL
$20.55 - $24.23 $63,705 - $75,113
-3,100 Reduced 23.19%
10,265 $248,000
Q3 2023

Nov 13, 2023
BUY
$21.81 - $23.89 $16,357 - $17,917
750 Added 5.95%
13,365 $293,000
Q2 2023

Aug 14, 2023
BUY
$22.26 - $23.55 $106,625 - $112,804
4,790 Added 61.21%
12,615 $287,000
Q1 2023

May 15, 2023
BUY
$21.65 - $23.87 $169,411 - $186,782
7,825 New
7,825 $179,000

Others Institutions Holding DFIS

# of Institutions
191
Shares Held
78.3M
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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