Kingswood Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 72,346 shares of DFSV stock, worth $2.03 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
72,346
Previous 70,138 3.15%
Holding current value
$2.03 Million
Previous $2.16 Billion 5.67%
% of portfolio
0.08%
Previous 0.16%

Shares

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

Apr 21, 2025
BUY
$27.56 - $32.1 $60,852 - $70,876
2,208 Added 3.15%
72,346 $2.04 Billion
Q4 2024

Jan 22, 2025
BUY
$30.18 - $33.87 $1.51 Million - $1.7 Million
50,133 Added 250.6%
70,138 $2.16 Billion
Q3 2024

Oct 21, 2024
BUY
$28.25 - $31.7 $565,141 - $634,158
20,005 New
20,005 $616 Million

Others Institutions Holding DFSV

# of Institutions
437
Shares Held
120M
Call Options Held
10.7K
Put Options Held
5.5K
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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