Great Point Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Great Point Wealth Advisors, LLC

$459 Million
Q3 2024

A detailed history of Great Point Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 21,374 shares of DISV stock, worth $595,907. This represents 0.14% of its overall portfolio holdings.

Number of Shares

21,374

Previous 21,390 0.07%

Holding current value

$595,907

Previous $575,000 8.0%

% of portfolio

0.14%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$26.06 - $29.18 $416 - $466	-16 Reduced 0.07%	21,374 $621,000
Q2 2024 Jul 29, 2024	SELL	$26.23 - $28.56 $7,659 - $8,339	-292 Reduced 1.35%	21,390 $575,000
Q1 2024 May 09, 2024	BUY	$24.73 - $27.24 $2,843 - $3,132	115 Added 0.53%	21,682 $589,000
Q4 2023 Jan 22, 2024	SELL	$22.43 - $25.87 $6,235 - $7,191	-278 Reduced 1.27%	21,567 $556,000
Q3 2023 Oct 13, 2023	BUY	$23.27 - $25.13 $79,490 - $85,844	3,416 Added 18.54%	21,845 $519,000
Q2 2023 Aug 02, 2023	BUY	$23.01 - $24.6 $23 - $24	1 Added 0.01%	18,429 $435,000
Q1 2023 May 12, 2023	SELL	$22.4 - $24.75 $51,251 - $56,628	-2,288 Reduced 11.04%	18,428 $438,000
Q4 2022 Feb 07, 2023	BUY	$18.45 - $22.54 $382,210 - $466,938	20,716 New	20,716 $460,000

Others Institutions Holding DISV

# of Institutions

268

Shares Held

58M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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Great Point Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History