True Wealth Design, LLC Dimensional ETF Tr Dimensional Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025

A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, True Wealth Design, LLC holds 63,643 shares of DFSV stock, worth $2 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
63,643
Previous 63,932 0.45%
Holding current value
$2 Million
Previous $1.88 Billion 7.7%
% of portfolio
0.62%
Previous 0.66%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$29.2 - $32.74 $8,438 - $9,461
-289 Reduced 0.45%
63,643 $2.03 Billion
Q2 2025

Aug 06, 2025
SELL
$24.21 - $29.47 $77,133 - $93,891
-3,186 Reduced 4.75%
63,932 $1.88 Billion
Q1 2025

May 13, 2025
BUY
$27.56 - $32.1 $25,630 - $29,853
930 Added 1.41%
67,118 $1.89 Billion
Q4 2024

Feb 14, 2025
SELL
$30.18 - $33.87 $387,360 - $434,721
-12,835 Reduced 16.24%
66,188 $2.04 Billion
Q3 2024

Nov 14, 2024
SELL
$28.25 - $31.7 $298,320 - $334,752
-10,560 Reduced 11.79%
79,023 $2.43 Billion
Q2 2024

Aug 14, 2024
SELL
$27.81 - $30.13 $849,233 - $920,079
-30,537 Reduced 25.42%
89,583 $2.58 Billion
Q1 2024

May 14, 2024
SELL
$27.45 - $30.1 $77,491 - $84,972
-2,823 Reduced 2.3%
120,120 $3.62 Billion
Q4 2023

Feb 14, 2024
BUY
$23.61 - $29.53 $136,017 - $170,122
5,761 Added 4.92%
122,943 $3.58 Billion
Q3 2023

Nov 13, 2023
BUY
$24.97 - $27.69 $140,680 - $156,005
5,634 Added 5.05%
117,182 $2.97 Billion
Q2 2023

Aug 14, 2023
BUY
$23.17 - $25.7 $23,123 - $25,648
998 Added 0.9%
111,548 $2.87 Billion
Q1 2023

May 12, 2023
SELL
$23.74 - $28.31 $15,834 - $18,882
-667 Reduced 0.6%
110,550 $2.76 Billion
Q4 2022

Feb 15, 2023
BUY
$22.47 - $26.46 $2.5 Million - $2.94 Million
111,217 New
111,217 $2.75 Billion

Others Institutions Holding DFSV

# of Institutions
482
Shares Held
132M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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