Client 1 St Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History

Client 1 St Advisory Group, LLC

  • $271 Million
  • Q2 2025

A detailed history of Client 1 St Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 94,631 shares of DFSV stock, worth $3.06 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
94,631
Previous 83,605 13.19%
Holding current value
$3.06 Million
Previous $2.35 Million 18.32%
% of portfolio
1.03%
Previous 0.93%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$24.21 - $29.47 $266,939 - $324,936
11,026 Added 13.19%
94,631 $2.78 Million
Q1 2025

May 19, 2025
BUY
$27.56 - $32.1 $995,990 - $1.16 Million
36,139 Added 76.14%
83,605 $2.35 Million
Q4 2024

Jan 16, 2025
BUY
$30.18 - $33.87 $1.43 Million - $1.61 Million
47,466 New
47,466 $1.46 Million

Others Institutions Holding DFSV

# of Institutions
477
Shares Held
129M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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