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

Carson Allaria Wealth Management, Ltd.

  • $169 Million
  • Q3 2024

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 32,451 shares of DISV stock, worth $876,177. This represents 0.56% of its overall portfolio holdings.

Number of Shares
32,451
Previous 32,386 0.2%
Holding current value
$876,177
Previous $871,000 8.27%
% of portfolio
0.56%
Previous 0.55%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$26.06 - $29.18 $1,693 - $1,896
65 Added 0.2%
32,451 $943,000
Q2 2024

Jul 22, 2024
BUY
$26.23 - $28.56 $10,675 - $11,623
407 Added 1.27%
32,386 $871,000
Q1 2024

May 07, 2024
BUY
$24.73 - $27.24 $13,824 - $15,227
559 Added 1.78%
31,979 $869,000
Q4 2023

Feb 08, 2024
BUY
$22.43 - $25.87 $44,187 - $50,963
1,970 Added 6.69%
31,420 $810,000
Q3 2023

Nov 09, 2023
BUY
$23.27 - $25.13 $8,586 - $9,272
369 Added 1.27%
29,450 $700,000
Q2 2023

Aug 01, 2023
BUY
$23.01 - $24.6 $39,140 - $41,844
1,701 Added 6.21%
29,081 $687,000
Q1 2023

Apr 26, 2023
BUY
$22.4 - $24.75 $627 - $693
28 Added 0.1%
27,380 $651,000
Q4 2022

Feb 06, 2023
BUY
$18.45 - $22.54 $257,894 - $315,064
13,978 Added 104.52%
27,352 $607,000
Q3 2022

Nov 09, 2022
SELL
$18.36 - $22.57 $14,284 - $17,559
-778 Reduced 5.5%
13,374 $248,000
Q2 2022

Aug 02, 2022
BUY
$21.05 - $25.01 $297,899 - $353,941
14,152 New
14,152 $298,000

Others Institutions Holding DISV

# of Institutions
274
Shares Held
60.7M
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
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