A detailed history of Capital Performance Advisors LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Performance Advisors LLP holds 13,698 shares of DFSV stock, worth $392,173. This represents 0.16% of its overall portfolio holdings.

Number of Shares
13,698
Previous 8,455 62.01%
Holding current value
$392,173
Previous $246,000 67.48%
% of portfolio
0.16%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

BUY
$27.45 - $30.1 $143,920 - $157,814
5,243 Added 62.01%
13,698 $412,000
Q4 2023

Feb 06, 2024

BUY
$23.61 - $29.53 $199,622 - $249,676
8,455 New
8,455 $246,000

Others Institutions Holding DFSV

About DIMENSIONAL ETF TR DIMENSIONAL


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

Track Capital Performance Advisors LLP Portfolio

Follow Capital Performance Advisors LLP 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 Capital Performance Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Capital Performance Advisors LLP with notifications on news.