A detailed history of Avondale Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Avondale Wealth Management holds 94 shares of DFSV stock, worth $2,836. This represents 0.0% of its overall portfolio holdings.

Number of Shares
94
Previous 58 62.07%
Holding current value
$2,836
Previous $1,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$27.81 - $30.13 $1,001 - $1,084
36 Added 62.07%
94 $2,000
Q3 2023

Oct 10, 2023

BUY
$24.97 - $27.69 $1,448 - $1,606
58 New
58 $1,000

Others Institutions Holding DFSV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Avondale Wealth Management Portfolio

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

News

Stay updated on Avondale Wealth Management with notifications on news.