Bogart Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bogart Wealth, LLC holds 3 shares of DFSV stock, worth $92. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$92

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 22, 2024	BUY	$28.25 - $31.7 $84 - $95	3 New	3 $0

Others Institutions Holding DFSV

# of Institutions

340

Shares Held

95.2M

Call Options Held

10.1K

Put Options Held

Alaska Permanent Fund Corp Juneau, AK

8.21M
Shares

$252 Million
3.73% of portfolio
Savant Capital, LLC

6.57M
Shares

$202 Million
1.72% of portfolio
Jmg Financial Group, Ltd.

5.2M
Shares

$160 Million
5.67% of portfolio
Ci Private Wealth, LLC Miami, FL

3.43M
Shares

$105 Million
0.15% of portfolio
Mather Group, Llc. Chicago, IL

2.97M
Shares

$91.3 Million
1.18% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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