Svb Wealth LLC Dimensional ETF Tr Dimensional Transaction History

Svb Wealth LLC

  • $1.85 Billion
  • Q2 2025

A detailed history of Svb Wealth LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Svb Wealth LLC holds 181,778 shares of DFIS stock, worth $5.77 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
181,778
Previous 243,506 25.35%
Holding current value
$5.77 Million
Previous $6.29 Million 13.8%
% of portfolio
0.29%
Previous 0.26%

Shares

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

Aug 13, 2025
SELL
$23.2 - $29.84 $1.43 Million - $1.84 Million
-61,728 Reduced 25.35%
181,778 $5.42 Million
Q1 2025

May 14, 2025
BUY
$23.92 - $26.89 $5.82 Million - $6.55 Million
243,506 New
243,506 $6.29 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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