Allworth Financial LP Dimensional ETF Tr Dimensional Transaction History

Allworth Financial LP

$17.3 Billion
Q4 2024

A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Allworth Financial LP holds 328,836 shares of DFSV stock, worth $10.3 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

328,836

Previous 239,399 37.36%

Holding current value

$10.3 Million

Previous $7.37 Million 37.27%

% of portfolio

0.06%

Previous 0.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$30.18 - $33.87 $2.7 Million - $3.03 Million	89,437 Added 37.36%	328,836 $10.1 Million
Q3 2024 Oct 23, 2024	SELL	$28.25 - $31.7 $697,972 - $783,211	-24,707 Reduced 9.35%	239,399 $7.37 Million
Q2 2024 Jul 23, 2024	BUY	$27.81 - $30.13 $5.94 Million - $6.44 Million	213,683 Added 423.78%	264,106 $7.6 Million
Q1 2024 Apr 25, 2024	SELL	$27.45 - $30.1 $362,449 - $397,440	-13,204 Reduced 20.75%	50,423 $1.52 Million
Q4 2023 Jan 24, 2024	BUY	$23.61 - $29.53 $1.5 Million - $1.88 Million	63,627 New	63,627 $1.85 Million

Others Institutions Holding DFSV

# of Institutions

411

Shares Held

109M

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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Allworth Financial LP Dimensional ETF Tr Dimensional Transaction History