True Wealth Design, LLC Dimensional ETF Tr Dimensional Transaction History

True Wealth Design, LLC

$263 Billion
Q1 2025

A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, True Wealth Design, LLC holds 1,173,160 shares of DFIC stock, worth $35.7 Million. This represents 12.41% of its overall portfolio holdings.

Number of Shares

1,173,160

Previous 1,195,050 1.83%

Holding current value

$35.7 Million

Previous $30.9 Billion 5.48%

% of portfolio

12.41%

Previous 11.98%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$25.54 - $28.79 $559,070 - $630,213	-21,890 Reduced 1.83%	1,173,160 $32.6 Billion
Q4 2024 Feb 14, 2025	BUY	$25.61 - $28.0 $295,949 - $323,568	11,556 Added 0.98%	1,195,050 $30.9 Billion
Q3 2024 Nov 14, 2024	SELL	$25.36 - $28.37 $5.39 Million - $6.03 Million	-212,504 Reduced 15.22%	1,183,494 $33.3 Billion
Q2 2024 Aug 14, 2024	BUY	$25.73 - $27.44 $537,242 - $572,947	20,880 Added 1.52%	1,395,998 $36.7 Billion
Q1 2024 May 14, 2024	BUY	$24.62 - $26.83 $8.05 Million - $8.77 Million	326,925 Added 31.19%	1,375,118 $36.8 Billion
Q4 2023 Feb 14, 2024	BUY	$22.18 - $25.58 $2.31 Million - $2.66 Million	104,156 Added 11.03%	1,048,193 $26.8 Billion
Q3 2023 Nov 13, 2023	BUY	$23.25 - $25.17 $4.3 Million - $4.65 Million	184,815 Added 24.34%	944,037 $22 Billion
Q2 2023 Aug 14, 2023	BUY	$23.45 - $24.88 $2.67 Million - $2.84 Million	114,044 Added 17.68%	759,222 $18.4 Billion
Q1 2023 May 12, 2023	BUY	$22.5 - $24.64 $788,265 - $863,237	35,034 Added 5.74%	645,178 $15.5 Billion
Q4 2022 Feb 15, 2023	BUY	$19.06 - $23.03 $11.6 Million - $14.1 Million	610,144 New	610,144 $13.6 Billion

Others Institutions Holding DFIC

# of Institutions

471

Shares Held

279M

Call Options Held

6.6K

Put Options Held

3.9K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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True Wealth Design, LLC Dimensional ETF Tr Dimensional Transaction History