Avondale Wealth Management Dimensional ETF Tr Dimensional Transaction History

Avondale Wealth Management

  • $164 Million
  • Q2 2025

A detailed history of Avondale Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Avondale Wealth Management holds 20,327 shares of DFSV stock, worth $644,569. This represents 0.36% of its overall portfolio holdings.

Number of Shares
20,327
Previous 126 16032.54%
Holding current value
$644,569
Previous $3,000 19833.33%
% of portfolio
0.36%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$24.21 - $29.47 $489,066 - $595,323
20,201 Added 16032.54%
20,327 $598,000
Q3 2024

Oct 10, 2024
BUY
$28.25 - $31.7 $904 - $1,014
32 Added 34.04%
126 $3,000
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

# of Institutions
481
Shares Held
131M
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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email