Walter & Keenan Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Walter & Keenan Wealth Management LLC

  • $327 Million
  • Q3 2024

A detailed history of Walter & Keenan Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 11,966 shares of DFIS stock, worth $297,833. This represents 0.1% of its overall portfolio holdings.

Number of Shares
11,966
Previous 11,966 -0.0%
Holding current value
$297,833
Previous $294,000 9.18%
% of portfolio
0.1%
Previous 0.09%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
BUY
$24.08 - $25.86 $288,141 - $309,440
11,966 New
11,966 $294,000

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
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