Trademark Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History

Trademark Financial Management, LLC

  • $121 Billion
  • Q1 2024

A detailed history of Trademark Financial Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Trademark Financial Management, LLC holds 12,260 shares of DFIS stock, worth $307,971. This represents 0.25% of its overall portfolio holdings.

Number of Shares
12,260
Previous 36,573 66.48%
Holding current value
$307,971
Previous $884 Million 65.24%
% of portfolio
0.25%
Previous 0.65%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$23.13 - $25.1 $562,359 - $610,256
-24,313 Reduced 66.48%
12,260 $307 Million
Q4 2023

Feb 13, 2024
BUY
$20.55 - $24.23 $751,575 - $886,163
36,573 New
36,573 $884 Million

Others Institutions Holding DFIS

# of Institutions
171
Shares Held
48.3M
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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