Capital Performance Advisors LLP Dimensional ETF Tr Dimensional Transaction History

Capital Performance Advisors LLP

  • $449 Million
  • Q1 2025

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 29,436 shares of DFSV stock, worth $829,800. This represents 0.18% of its overall portfolio holdings.

Number of Shares
29,436
Previous 25,306 16.32%
Holding current value
$829,800
Previous $778,000 6.43%
% of portfolio
0.18%
Previous 0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$27.56 - $32.1 $113,822 - $132,573
4,130 Added 16.32%
29,436 $828,000
Q4 2024

Jan 31, 2025
BUY
$30.18 - $33.87 $2,836 - $3,183
94 Added 0.37%
25,306 $778,000
Q3 2024

Nov 01, 2024
BUY
$28.25 - $31.7 $262,781 - $294,873
9,302 Added 58.47%
25,212 $776,000
Q2 2024

Aug 01, 2024
BUY
$27.81 - $30.13 $61,515 - $66,647
2,212 Added 16.15%
15,910 $457,000
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

# of Institutions
438
Shares Held
120M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email