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

Carson Allaria Wealth Management, Ltd.

$185 Million
Q3 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 19,781 shares of DFSV stock, worth $621,123. This represents 0.34% of its overall portfolio holdings.

Number of Shares

19,781

Previous 20,282 2.47%

Holding current value

$621,123

Previous $596,000 5.54%

% of portfolio

0.34%

Previous 0.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$29.2 - $32.74 $14,629 - $16,402	-501 Reduced 2.47%	19,781 $629,000
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

496

Shares Held

140M

Call Options Held

Put Options Held

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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