Collective Family Office LLC Dimensional ETF Tr Dimensional Transaction History

Collective Family Office LLC

  • $383 Million
  • Q2 2025

A detailed history of Collective Family Office LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Collective Family Office LLC holds 205,044 shares of DFSV stock, worth $6.44 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
205,044
Previous 134,073 52.93%
Holding current value
$6.44 Million
Previous $3.77 Million 60.14%
% of portfolio
1.57%
Previous 1.03%

Shares

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

Jul 03, 2025
BUY
$24.21 - $29.47 $1.72 Million - $2.09 Million
70,971 Added 52.93%
205,044 $6.03 Million
Q1 2025

Apr 03, 2025
BUY
$27.56 - $32.1 $1.19 Million - $1.39 Million
43,351 Added 47.78%
134,073 $3.77 Million
Q4 2024

Jan 08, 2025
BUY
$30.18 - $33.87 $160,799 - $180,459
5,328 Added 6.24%
90,722 $2.79 Million
Q3 2024

Oct 04, 2024
BUY
$28.25 - $31.7 $889,564 - $998,201
31,489 Added 58.42%
85,394 $2.63 Million
Q2 2024

Jul 05, 2024
BUY
$27.81 - $30.13 $100,866 - $109,281
3,627 Added 7.21%
53,905 $1.55 Million
Q1 2024

Apr 09, 2024
BUY
$27.45 - $30.1 $20,697 - $22,695
754 Added 1.52%
50,278 $1.51 Million
Q4 2023

Jan 09, 2024
BUY
$23.61 - $29.53 $101,947 - $127,510
4,318 Added 9.55%
49,524 $1.44 Million
Q3 2023

Oct 13, 2023
BUY
$24.97 - $27.69 $295,669 - $327,877
11,841 Added 35.49%
45,206 $1.15 Million
Q2 2023

Jul 12, 2023
BUY
$23.17 - $25.7 $9,476 - $10,511
409 Added 1.24%
33,365 $857,000
Q1 2023

Apr 12, 2023
BUY
$23.74 - $28.31 $12,938 - $15,428
545 Added 1.68%
32,956 $821,000
Q4 2022

Jan 11, 2023
SELL
$22.47 - $26.46 $380,686 - $448,285
-16,942 Reduced 34.33%
32,411 $0
Q3 2022

Oct 14, 2022
BUY
$21.77 - $26.17 $1.07 Million - $1.29 Million
49,353 New
49,353 $1.08 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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