Better Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Better Wealth, LLC

  • $330 Million
  • Q3 2024

A detailed history of Better Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Better Wealth, LLC holds 628,745 shares of DFSV stock, worth $19.2 Million. This represents 5.87% of its overall portfolio holdings.

Number of Shares
628,745
Previous 610,801 2.94%
Holding current value
$19.2 Million
Previous $17.6 Million 10.17%
% of portfolio
5.87%
Previous 5.75%

Shares

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

Oct 22, 2024
BUY
$28.25 - $31.7 $506,918 - $568,824
17,944 Added 2.94%
628,745 $19.4 Million
Q2 2024

Jul 19, 2024
BUY
$27.81 - $30.13 $381,414 - $413,232
13,715 Added 2.3%
610,801 $17.6 Million
Q1 2024

Apr 19, 2024
BUY
$27.45 - $30.1 $188,059 - $206,215
6,851 Added 1.16%
597,086 $18 Million
Q4 2023

Jan 23, 2024
SELL
$23.61 - $29.53 $55,483 - $69,395
-2,350 Reduced 0.4%
590,235 $17.2 Million
Q3 2023

Oct 23, 2023
SELL
$24.97 - $27.69 $83,474 - $92,567
-3,343 Reduced 0.56%
592,585 $15 Million
Q2 2023

Jul 24, 2023
BUY
$23.17 - $25.7 $202,691 - $224,823
8,748 Added 1.49%
595,928 $15.3 Million
Q1 2023

Apr 19, 2023
BUY
$23.74 - $28.31 $370,106 - $441,352
15,590 Added 2.73%
587,180 $14.6 Million
Q4 2022

Jan 23, 2023
BUY
$22.47 - $26.46 $624,194 - $735,032
27,779 Added 5.11%
571,590 $0
Q3 2022

Oct 28, 2022
BUY
$21.77 - $26.17 $556,158 - $668,564
25,547 Added 4.93%
543,811 $11.9 Million
Q2 2022

Jul 29, 2022
BUY
$22.18 - $26.16 $11.5 Million - $13.6 Million
518,264 New
518,264 $11.7 Million

Others Institutions Holding DFSV

# of Institutions
340
Shares Held
95.2M
Call Options Held
10.1K
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
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