Angeles Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Angeles Wealth Management, LLC

  • $997 Million
  • Q1 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 7,485 shares of DISV stock, worth $209,056. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,485
Previous 7,175 4.32%
Holding current value
$209,056
Previous $185,000 9.73%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
251
Shares Held
53.8M
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
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