United Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

United Wealth Management, LLC

  • $319 Billion
  • Q1 2025

A detailed history of United Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, United Wealth Management, LLC holds 805,333 shares of DFSV stock, worth $24.9 Million. This represents 7.1% of its overall portfolio holdings.

Number of Shares
805,333
Previous 707,797 13.78%
Holding current value
$24.9 Million
Previous $21.8 Billion 4.06%
% of portfolio
7.1%
Previous 7.34%

Shares

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

May 01, 2025
BUY
$27.56 - $32.1 $2.69 Million - $3.13 Million
97,536 Added 13.78%
805,333 $22.7 Billion
Q4 2024

Feb 10, 2025
BUY
$30.18 - $33.87 $21.4 Million - $24 Million
707,797 New
707,797 $21.8 Billion

Others Institutions Holding DFSV

# of Institutions
446
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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