Allworth Financial LP Dimensional ETF Tr Dimensional Transaction History

Allworth Financial LP

  • $15.5 Billion
  • Q2 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 264,106 shares of DFSV stock, worth $7.71 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
264,106
Previous 50,423 423.78%
Holding current value
$7.71 Million
Previous $1.52 Million 400.99%
% of portfolio
0.05%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
316
Shares Held
81.1M
Call Options Held
0
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
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email