Wealthsource Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthsource Partners, LLC holds 118,635 shares of DFIC stock, worth $3.18 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
118,635
Previous 124,974 5.07%
Holding current value
$3.18 Million
Previous $2.92 Million 3.77%
% of portfolio
0.2%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$22.18 - $25.58 $140,599 - $162,151
-6,339 Reduced 5.07%
118,635 $3.03 Million
Q3 2023

Nov 09, 2023
SELL
$23.25 - $25.17 $35,409 - $38,333
-1,523 Reduced 1.2%
124,974 $2.92 Million
Q2 2023

Aug 14, 2023
BUY
$23.45 - $24.88 $69,505 - $73,744
2,964 Added 2.4%
126,497 $3.07 Million
Q1 2023

May 15, 2023
BUY
$22.5 - $24.64 $89,572 - $98,091
3,981 Added 3.33%
123,533 $2.97 Million
Q4 2022

Feb 09, 2023
BUY
$20.72 - $23.03 $2.48 Million - $2.75 Million
119,552 New
119,552 $2.67 Million

Others Institutions Holding DFIC

# of Institutions
331
Shares Held
201M
Call Options Held
100
Put Options Held
100
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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