Angeles Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Angeles Wealth Management, LLC

  • $1.21 Billion
  • Q4 2024

A detailed history of Angeles Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 1,391 shares of DISV stock, worth $38,155. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,391
Previous 1,391 -0.0%
Holding current value
$38,155
Previous $40,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$26.06 - $29.18 $40,757 - $45,637
-1,564 Reduced 52.93%
1,391 $40,000
Q2 2024

Aug 07, 2024
SELL
$26.23 - $28.56 $118,821 - $129,376
-4,530 Reduced 60.52%
2,955 $79,000
Q1 2024

May 08, 2024
BUY
$24.73 - $27.24 $7,666 - $8,444
310 Added 4.32%
7,485 $203,000
Q4 2023

Feb 13, 2024
BUY
$22.43 - $25.87 $160,935 - $185,617
7,175 New
7,175 $185,000

Others Institutions Holding DISV

# of Institutions
290
Shares Held
63M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
Track This Portfolio

Track Angeles Wealth Management, LLC Portfolio

Follow Angeles Wealth Management, LLC 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 Angeles Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Angeles Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email