Tobias Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History

Tobias Financial Advisors, Inc.

$499 Million
Q1 2025

A detailed history of Tobias Financial Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 413,753 shares of DFIS stock, worth $12.7 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares

413,753

Previous 343,041 20.61%

Holding current value

$12.7 Million

Previous $8.43 Million 26.9%

% of portfolio

2.14%

Previous 1.74%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$23.92 - $26.89 $1.69 Million - $1.9 Million	70,712 Added 20.61%	413,753 $10.7 Million
Q4 2024 Feb 13, 2025	BUY	$24.25 - $26.7 $1.06 Million - $1.17 Million	43,889 Added 14.67%	343,041 $8.43 Million
Q3 2024 Oct 30, 2024	BUY	$24.06 - $26.97 $412,532 - $462,427	17,146 Added 6.08%	299,152 $8.03 Million
Q2 2024 Aug 13, 2024	BUY	$24.08 - $25.86 $1.51 Million - $1.62 Million	62,507 Added 28.48%	282,006 $6.95 Million
Q1 2024 May 02, 2024	BUY	$23.13 - $25.1 $1.19 Million - $1.29 Million	51,544 Added 30.69%	219,499 $5.5 Million
Q4 2023 Feb 14, 2024	BUY	$20.55 - $24.23 $1.22 Million - $1.44 Million	59,312 Added 54.59%	167,955 $4.06 Million
Q3 2023 Nov 03, 2023	BUY	$21.81 - $23.89 $2.37 Million - $2.6 Million	108,643 New	108,643 $2.38 Million

Others Institutions Holding DFIS

# of Institutions

260

Shares Held

85.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Tobias Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History