Vance Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History

Vance Wealth, Inc.

  • $263 Million
  • Q3 2024

A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vance Wealth, Inc. holds 36,849 shares of DFIS stock, worth $913,855. This represents 0.38% of its overall portfolio holdings.

Number of Shares
36,849
Previous 30,429 21.1%
Holding current value
$913,855
Previous $749,000 31.91%
% of portfolio
0.38%
Previous 0.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
195
Shares Held
78.5M
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
Track This Portfolio

Track Vance Wealth, Inc. Portfolio

Follow Vance Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vance Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vance Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email