Advyzon Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History

Advyzon Investment Management, LLC

  • $283 Billion
  • Q1 2025

A detailed history of Advyzon Investment Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 73,912 shares of DFSV stock, worth $2.28 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
73,912
Previous 87,246 15.28%
Holding current value
$2.28 Million
Previous $2.69 Billion 22.52%
% of portfolio
0.74%
Previous 1.04%

Shares

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

May 09, 2025
SELL
$27.56 - $32.1 $367,485 - $428,021
-13,334 Reduced 15.28%
73,912 $2.08 Billion
Q4 2024

Feb 03, 2025
BUY
$30.18 - $33.87 $2.63 Million - $2.96 Million
87,246 New
87,246 $2.69 Billion

Others Institutions Holding DFSV

# of Institutions
442
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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