Ubs Group Ag Dimensional ETF Tr Dimensional Transaction History

Ubs Group Ag

$527 Billion
Q4 2024

A detailed history of Ubs Group Ag transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ubs Group Ag holds 1,864 shares of DFIC stock, worth $53,291. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,864

Holding current value

$53,291

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$25.61 - $28.0 $47,737 - $52,192	1,864 New	1,864 $48,000
Q2 2024 Aug 13, 2024	BUY	$25.73 - $27.44 $111,359 - $118,760	4,328 New	4,328 $113,000
Q4 2023 Feb 09, 2024	BUY	$22.18 - $25.58 $6,942 - $8,006	313 New	313 $7,000

Others Institutions Holding DFIC

# of Institutions

449

Shares Held

267M

Call Options Held

5.9K

Put Options Held

Envestnet Asset Management Inc

29.5M
Shares

$842 Million
0.25% of portfolio
Mercer Global Advisors Inc Denver, CO

27.4M
Shares

$784 Million
1.75% of portfolio
Forum Financial Management, LP Lombard, IL

16.4M
Shares

$467 Million
8.36% of portfolio
Evensky & Katz LLC

6.13M
Shares

$175 Million
10.37% of portfolio
Rw Investment Management LLC Eagle, ID

4.92M
Shares

$141 Million
15.48% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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