Discipline Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History

Discipline Wealth Solutions, LLC

$198 Million
Q1 2025

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 126,595 shares of DFSV stock, worth $3.36 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

126,595

Previous 136,582 7.31%

Holding current value

$3.36 Million

Previous $4.2 Million 15.23%

% of portfolio

1.8%

Previous 2.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$27.56 - $32.1 $275,241 - $320,582	-9,987 Reduced 7.31%	126,595 $3.56 Million
Q4 2024 Feb 26, 2025	BUY	$30.18 - $33.87 $520,363 - $583,986	17,242 Added 14.45%	136,582 $4.2 Million
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

422

Shares Held

112M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Discipline Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History