A detailed history of Worth Pointe, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Worth Pointe, LLC holds 37,403 shares of DFIC stock, worth $982,202. This represents 0.45% of its overall portfolio holdings.

Number of Shares
37,403
Previous 26,165 42.95%
Holding current value
$982,202
Previous $687,000 53.13%
% of portfolio
0.45%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$25.36 - $28.37 $284,995 - $318,822
11,238 Added 42.95%
37,403 $1.05 Million
Q4 2023

Feb 12, 2024

BUY
$22.18 - $25.58 $99,743 - $115,033
4,497 Added 20.75%
26,165 $667,000
Q3 2023

Nov 14, 2023

BUY
$23.25 - $25.17 $503,781 - $545,383
21,668 New
21,668 $505,000

Others Institutions Holding DFIC

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track Worth Pointe, LLC Portfolio

Follow Worth Pointe, LLC 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 Worth Pointe, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Pointe, LLC with notifications on news.