Mendota Financial Group, LLC Dimensional ETF Tr Dimensional Transaction History

Mendota Financial Group, LLC

  • $92.2 Billion
  • Q1 2025

A detailed history of Mendota Financial Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mendota Financial Group, LLC holds 5,038 shares of DFSV stock, worth $135,169. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,038
Previous 5,162 2.4%
Holding current value
$135,169
Previous $159 Million 10.74%
% of portfolio
0.15%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$27.56 - $32.1 $3,417 - $3,980
-124 Reduced 2.4%
5,038 $142 Million
Q4 2024

Jan 13, 2025
SELL
$30.18 - $33.87 $45,209 - $50,737
-1,498 Reduced 22.49%
5,162 $159 Million
Q3 2024

Oct 09, 2024
SELL
$28.25 - $31.7 $453,892 - $509,323
-16,067 Reduced 70.7%
6,660 $205 Million
Q2 2024

Jul 11, 2024
SELL
$27.81 - $30.13 $32,954 - $35,704
-1,185 Reduced 4.96%
22,727 $654 Million
Q1 2024

Apr 25, 2024
SELL
$27.45 - $30.1 $27,504 - $30,160
-1,002 Reduced 4.02%
23,912 $720 Million
Q4 2023

Jan 19, 2024
SELL
$23.61 - $29.53 $228,662 - $285,998
-9,685 Reduced 27.99%
24,914 $726 Million
Q3 2023

Oct 12, 2023
BUY
$24.97 - $27.69 $393,652 - $436,532
15,765 Added 83.71%
34,599 $877 Million
Q2 2023

Jul 27, 2023
BUY
$23.17 - $25.7 $415,553 - $460,929
17,935 Added 1994.99%
18,834 $484 Million
Q1 2023

Apr 24, 2023
SELL
$23.74 - $28.31 $218,526 - $260,593
-9,205 Reduced 91.1%
899 $23.2 Million
Q4 2022

Feb 03, 2023
BUY
$22.47 - $26.46 $227,036 - $267,351
10,104 New
10,104 $250 Million

Others Institutions Holding DFSV

# of Institutions
420
Shares Held
113M
Call Options Held
600
Put Options Held
8.2K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Mendota Financial Group, LLC Portfolio

Follow Mendota Financial Group, 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 Mendota Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mendota Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email