Better Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Better Wealth, LLC

$306 Million
Q2 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 610,801 shares of DFSV stock, worth $18.5 Million. This represents 5.75% of its overall portfolio holdings.

Number of Shares

610,801

Previous 597,086 2.3%

Holding current value

$18.5 Million

Previous $18 Million 2.19%

% of portfolio

5.75%

Previous 6.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

318

Shares Held

81.2M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Better Wealth, LLC Dimensional ETF Tr Dimensional Transaction History