Aspire Wealth Management Corp Dimensional ETF Tr Dimensional Transaction History

Aspire Wealth Management Corp

$174 Million
Q3 2024

A detailed history of Aspire Wealth Management Corp transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aspire Wealth Management Corp holds 7,526 shares of DFSV stock, worth $239,477. This represents 0.13% of its overall portfolio holdings.

Number of Shares

7,526

Previous 7,364 2.2%

Holding current value

$239,477

Previous $211,000 9.48%

% of portfolio

0.13%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$28.25 - $31.7 $4,576 - $5,135	162 Added 2.2%	7,526 $231,000
Q2 2024 Aug 12, 2024	BUY	$27.81 - $30.13 $1,223 - $1,325	44 Added 0.6%	7,364 $211,000
Q1 2024 Apr 29, 2024	BUY	$27.45 - $30.1 $15,921 - $17,458	580 Added 8.61%	7,320 $220,000
Q4 2023 Jan 22, 2024	SELL	$23.61 - $29.53 $236 - $295	-10 Reduced 0.15%	6,740 $196,000
Q3 2023 Oct 30, 2023	BUY	$24.97 - $27.69 $3,171 - $3,516	127 Added 1.92%	6,750 $171,000
Q2 2023 Jul 27, 2023	BUY	$23.17 - $25.7 $34,662 - $38,447	1,496 Added 29.18%	6,623 $170,000
Q1 2023 May 04, 2023	BUY	$23.74 - $28.31 $92,253 - $110,012	3,886 Added 313.13%	5,127 $127,000
Q4 2022 Feb 06, 2023	BUY	$22.47 - $26.46 $27,885 - $32,836	1,241 New	1,241 $30,000

Others Institutions Holding DFSV

# of Institutions

356

Shares Held

99.2M

Call Options Held

10.1K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspire Wealth Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Aspire Wealth Management Corp with notifications on news.

Account

Aspire Wealth Management Corp Dimensional ETF Tr Dimensional Transaction History