Captrust Financial Advisors Dimensional ETF Tr Dimensional Transaction History

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 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 11,075 shares of DISV stock, worth $397,814. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,075
Previous 14,018 20.99%
Holding current value
$397,814
Previous $408,000 10.78%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$25.93 - $32.91 $76,311 - $96,854
-2,943 Reduced 20.99%
11,075 $364,000
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
389
Shares Held
81.7M
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
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