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

Client 1 St Advisory Group, LLC

$306 Million
Q3 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 120,542 shares of DFSV stock, worth $3.79 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

120,542

Previous 94,631 27.38%

Holding current value

$3.79 Million

Previous $2.78 Million 37.86%

% of portfolio

1.25%

Previous 1.03%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$29.2 - $32.74 $756,601 - $848,326	25,911 Added 27.38%	120,542 $3.84 Million
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

496

Shares Held

140M

Call Options Held

Put Options Held

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