Vance Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History

Vance Wealth, Inc.

$312 Million
Q3 2025

A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vance Wealth, Inc. holds 57,644 shares of DFIS stock, worth $1.81 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

57,644

Previous 45,922 25.53%

Holding current value

$1.81 Million

Previous $1.37 Million 33.07%

% of portfolio

0.58%

Previous 0.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$29.65 - $31.77 $347,557 - $372,407	11,722 Added 25.53%	57,644 $1.82 Million
Q2 2025 Aug 13, 2025	SELL	$23.2 - $29.84 $163,861 - $210,759	-7,063 Reduced 13.33%	45,922 $1.37 Million
Q1 2025 May 14, 2025	BUY	$23.92 - $26.89 $256,087 - $287,884	10,706 Added 25.32%	52,985 $1.37 Million
Q4 2024 Feb 13, 2025	BUY	$24.25 - $26.7 $131,677 - $144,981	5,430 Added 14.74%	42,279 $1.04 Million
Q3 2024 Nov 08, 2024	BUY	$24.06 - $26.97 $154,465 - $173,147	6,420 Added 21.1%	36,849 $988,000
Q2 2024 Aug 02, 2024	BUY	$24.08 - $25.86 $732,730 - $786,893	30,429 New	30,429 $749,000

Others Institutions Holding DFIS

# of Institutions

287

Shares Held

114M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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