Carson Allaria Wealth Management, Ltd. Dimensional ETF Tr Dimensional Transaction History

Carson Allaria Wealth Management, Ltd.

$180 Million
Q2 2025

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 20,282 shares of DFSV stock, worth $624,685. This represents 0.33% of its overall portfolio holdings.

Number of Shares

20,282

Previous 20,188 0.47%

Holding current value

$624,685

Previous $568,000 4.93%

% of portfolio

0.33%

Previous 0.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$24.21 - $29.47 $2,275 - $2,770	94 Added 0.47%	20,282 $596,000
Q1 2025 Apr 28, 2025	BUY	$27.56 - $32.1 $1,570 - $1,829	57 Added 0.28%	20,188 $568,000
Q4 2024 Jan 27, 2025	BUY	$30.18 - $33.87 $15,059 - $16,901	499 Added 2.54%	20,131 $619,000
Q3 2024 Oct 21, 2024	SELL	$28.25 - $31.7 $1,412 - $1,585	-50 Reduced 0.25%	19,632 $604,000
Q2 2024 Jul 22, 2024	BUY	$27.81 - $30.13 $2,725 - $2,952	98 Added 0.5%	19,682 $566,000
Q1 2024 May 07, 2024	BUY	$27.45 - $30.1 $537,580 - $589,478	19,584 New	19,584 $589,000
Q2 2022 Aug 02, 2022	BUY	$22.18 - $26.16 $401,546 - $473,600	18,104 New	18,104 $408,000

Others Institutions Holding DFSV

# of Institutions

457

Shares Held

124M

Call Options Held

10.7K

Put Options Held

5.5K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Carson Allaria Wealth Management, Ltd. Dimensional ETF Tr Dimensional Transaction History