Mowery & Schoenfeld Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $63.3 Billion
  • Q3 2024

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 2,318 shares of DFSV stock, worth $77,629. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,318
Previous 2,318 -0.0%
Holding current value
$77,629
Previous $66.7 Million 7.02%
% of portfolio
0.11%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$27.81 - $30.13 $36,876 - $39,952
-1,326 Reduced 36.39%
2,318 $66.7 Million
Q1 2024

May 14, 2024
SELL
$27.45 - $30.1 $55,201 - $60,531
-2,011 Reduced 35.56%
3,644 $110 Million
Q4 2023

May 14, 2024
BUY
$23.61 - $29.53 $133,514 - $166,992
5,655 New
5,655 $165 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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