Creative One Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Creative One Wealth, LLC

  • $3.35 Billion
  • Q2 2025

A detailed history of Creative One Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative One Wealth, LLC holds 13,808 shares of DFSV stock, worth $441,027. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,808
Previous 13,761 0.34%
Holding current value
$441,027
Previous $387,000 4.91%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 12, 2025
BUY
$24.21 - $29.47 $1,137 - $1,385
47 Added 0.34%
13,808 $406,000
Q1 2025

May 14, 2025
BUY
$27.56 - $32.1 $109,275 - $127,276
3,965 Added 40.48%
13,761 $387,000
Q4 2024

Feb 13, 2025
BUY
$30.18 - $33.87 $8,027 - $9,009
266 Added 2.79%
9,796 $301,000
Q3 2024

Nov 13, 2024
BUY
$28.25 - $31.7 $269,222 - $302,101
9,530 New
9,530 $293,000

Others Institutions Holding DFSV

# of Institutions
479
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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