Captrust Financial Advisors Dimensional ETF Tr Dimensional Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025

A detailed history of Captrust Financial Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Captrust Financial Advisors holds 14,018 shares of DISV stock, worth $467,780. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,018
Previous 13,818 1.45%
Holding current value
$467,780
Previous $367,000 11.17%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2025
BUY
$26.09 - $30.21 $5,218 - $6,042
200 Added 1.45%
14,018 $408,000
Q4 2024

Feb 14, 2025
BUY
$26.18 - $28.77 $2,225 - $2,445
85 Added 0.62%
13,818 $367,000
Q3 2024

Nov 14, 2024
BUY
$26.06 - $29.18 $1,459 - $1,634
56 Added 0.41%
13,733 $399,000
Q2 2024

Aug 14, 2024
SELL
$26.23 - $28.56 $72,132 - $78,540
-2,750 Reduced 16.74%
13,677 $368,000
Q1 2024

May 15, 2024
BUY
$24.73 - $27.24 $148 - $163
6 Added 0.04%
16,427 $446,000
Q4 2022

Feb 15, 2023
BUY
$18.45 - $22.54 $302,967 - $370,129
16,421 New
16,421 $364,000

Others Institutions Holding DISV

# of Institutions
355
Shares Held
76.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors 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 Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email