A detailed history of Better Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Better Wealth, LLC holds 183,973 shares of DISV stock, worth $4.89 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
183,973
Previous 182,357 0.89%
Holding current value
$4.89 Million
Previous $4.91 Million 8.95%
% of portfolio
1.62%
Previous 1.6%

Shares

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

Oct 22, 2024

BUY
$26.06 - $29.18 $42,112 - $47,154
1,616 Added 0.89%
183,973 $5.35 Million
Q2 2024

Jul 19, 2024

SELL
$26.23 - $28.56 $189,013 - $205,803
-7,206 Reduced 3.8%
182,357 $4.91 Million
Q1 2024

Apr 19, 2024

BUY
$24.73 - $27.24 $105,943 - $116,696
4,284 Added 2.31%
189,563 $5.15 Million
Q4 2023

Jan 23, 2024

SELL
$22.43 - $25.87 $58,138 - $67,055
-2,592 Reduced 1.38%
185,279 $4.78 Million
Q3 2023

Oct 23, 2023

BUY
$23.27 - $25.13 $40,675 - $43,927
1,748 Added 0.94%
187,871 $4.47 Million
Q2 2023

Jul 24, 2023

BUY
$23.01 - $24.6 $69,214 - $73,996
3,008 Added 1.64%
186,123 $4.4 Million
Q1 2023

Apr 19, 2023

BUY
$22.4 - $24.75 $212,284 - $234,555
9,477 Added 5.46%
183,115 $4.36 Million
Q4 2022

Jan 23, 2023

BUY
$18.45 - $22.54 $431,859 - $527,593
23,407 Added 15.58%
173,638 $0
Q3 2022

Oct 28, 2022

BUY
$18.36 - $22.57 $326,257 - $401,068
17,770 Added 13.42%
150,231 $2.79 Million
Q2 2022

Jul 29, 2022

BUY
$21.05 - $25.01 $2.79 Million - $3.31 Million
132,461 New
132,461 $2.79 Million

Others Institutions Holding DISV

About DIMENSIONAL ETF TR DIMENSIONAL


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

Track Better Wealth, LLC Portfolio

Follow Better Wealth, LLC 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 Better Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Better Wealth, LLC with notifications on news.