Discipline Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History

Discipline Wealth Solutions, LLC

  • $182 Million
  • Q3 2024

A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 119,340 shares of DFSV stock, worth $3.79 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
119,340
Previous 99,834 19.54%
Holding current value
$3.79 Million
Previous $2.87 Million 27.92%
% of portfolio
2.02%
Previous 2.27%

Shares

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

Nov 19, 2024
BUY
$28.25 - $31.7 $551,044 - $618,340
19,506 Added 19.54%
119,340 $3.68 Million
Q2 2024

Aug 07, 2024
BUY
$27.81 - $30.13 $287,332 - $311,303
10,332 Added 11.54%
99,834 $2.87 Million
Q1 2024

May 03, 2024
BUY
$27.45 - $30.1 $252,347 - $276,709
9,193 Added 11.45%
89,502 $2.69 Million
Q4 2023

Feb 09, 2024
BUY
$23.61 - $29.53 $1.9 Million - $2.37 Million
80,309 New
80,309 $2.34 Million

Others Institutions Holding DFSV

# of Institutions
340
Shares Held
95.2M
Call Options Held
10.1K
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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