Carlson Capital Management Dimensional ETF Tr Dimensional Transaction History

Carlson Capital Management

  • $1.38 Billion
  • Q4 2024

A detailed history of Carlson Capital Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Carlson Capital Management holds 24,337 shares of DISV stock, worth $835,732. This represents 0.05% of its overall portfolio holdings.

Number of Shares
24,337
Holding current value
$835,732
% of portfolio
0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$26.18 - $28.77 $637,142 - $700,175
24,337 New
24,337 $646,000
Q4 2023

Jan 16, 2024
SELL
$22.43 - $25.87 $330,707 - $381,427
-14,744 Reduced 6.94%
197,598 $5.1 Million
Q3 2023

Nov 21, 2023
BUY
$23.27 - $25.13 $831,762 - $898,246
35,744 Added 20.24%
212,342 $5.05 Million
Q2 2023

Jul 24, 2023
SELL
$23.01 - $24.6 $91,602 - $97,932
-3,981 Reduced 2.2%
176,598 $4.18 Million
Q1 2023

Apr 17, 2023
SELL
$22.4 - $24.75 $72,262 - $79,843
-3,226 Reduced 1.76%
180,579 $4.3 Million
Q4 2022

Feb 03, 2023
SELL
$18.45 - $22.54 $487,153 - $595,146
-26,404 Reduced 12.56%
183,805 $4.08 Million
Q3 2022

Nov 14, 2022
BUY
$18.36 - $22.57 $3.86 Million - $4.74 Million
210,209 New
210,209 $3.9 Million

Others Institutions Holding DISV

# of Institutions
358
Shares Held
77.8M
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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