Compass Ion Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Compass Ion Advisors, LLC

  • $781 Million
  • Q1 2025

A detailed history of Compass Ion Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 20,603 shares of DFSV stock, worth $547,009. This represents 0.07% of its overall portfolio holdings.

Number of Shares
20,603
Previous 17,050 20.84%
Holding current value
$547,009
Previous $524,000 10.5%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Apr 21, 2025
BUY
$27.56 - $32.1 $97,920 - $114,051
3,553 Added 20.84%
20,603 $579,000
Q1 2024

Apr 17, 2024
BUY
$27.45 - $30.1 $468,022 - $513,205
17,050 New
17,050 $513,000

Others Institutions Holding DFSV

# of Institutions
423
Shares Held
113M
Call Options Held
600
Put Options Held
8.2K
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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