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 $2.83 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

94,631

Previous 83,605 13.19%

Holding current value

$2.83 Million

Previous $2.35 Million 18.32%

% of portfolio

1.03%

Previous 0.93%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

472

Shares Held

131M

Call Options Held

10.7K

Put Options Held

5.5K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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