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 32,089 shares of DISV stock, worth $1.04 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
32,089
Previous 32,670 1.78%
Holding current value
$1.04 Million
Previous $868,000 7.6%
% of portfolio
0.56%
Previous 0.51%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$26.09 - $30.21 $15,158 - $17,552
-581 Reduced 1.78%
32,089 $934,000
Q4 2024

Jan 27, 2025
BUY
$26.18 - $28.77 $5,733 - $6,300
219 Added 0.67%
32,670 $868,000
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
343
Shares Held
69.1M
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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