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

Carson Allaria Wealth Management, Ltd.

  • $167 Million
  • Q1 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 20,188 shares of DFSV stock, worth $623,001. This represents 0.34% of its overall portfolio holdings.

Number of Shares
20,188
Previous 20,131 0.28%
Holding current value
$623,001
Previous $619,000 8.24%
% of portfolio
0.34%
Previous 0.37%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
451
Shares Held
121M
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 Carson Allaria Wealth Management, Ltd. Portfolio

Follow Carson Allaria Wealth Management, Ltd. 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 Carson Allaria Wealth Management, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Carson Allaria Wealth Management, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email