Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ae Wealth Management LLC holds 788 shares of DFSV stock, worth $23,671. This represents 0.0% of its overall portfolio holdings.

Number of Shares
788
Holding current value
$23,671
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$30.18 - $33.87 $23,781 - $26,689
788 New
788 $24,000
Q4 2023

Feb 14, 2024
BUY
$23.61 - $29.53 $524,260 - $655,713
22,205 Added 3.59%
640,618 $18.7 Million
Q3 2023

Oct 11, 2023
BUY
$24.97 - $27.69 $657,085 - $728,662
26,315 Added 4.44%
618,413 $15.7 Million
Q2 2023

Jul 10, 2023
BUY
$23.17 - $25.7 $649,663 - $720,602
28,039 Added 4.97%
592,098 $15.2 Million
Q1 2023

Apr 14, 2023
BUY
$23.74 - $28.31 $13.4 Million - $16 Million
564,059 New
564,059 $14.1 Million

Others Institutions Holding DFSV

# of Institutions
414
Shares Held
109M
Call Options Held
600
Put Options Held
8.2K
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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