Daner Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Daner Wealth Management, LLC

  • $150 Million
  • Q3 2025

A detailed history of Daner Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Daner Wealth Management, LLC holds 51,302 shares of DFSV stock, worth $1.63 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
51,302
Previous 53,104 3.39%
Holding current value
$1.63 Million
Previous $1.63 Billion 99.9%
% of portfolio
1.09%
Previous 1.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$29.2 - $32.74 $52,618 - $58,997
-1,802 Reduced 3.39%
51,302 $1.63 Million
Q2 2025

Aug 13, 2025
SELL
$24.21 - $29.47 $100,350 - $122,153
-4,145 Reduced 7.24%
53,104 $1.63 Billion
Q4 2024

Feb 04, 2025
BUY
$30.18 - $33.87 $1.73 Million - $1.94 Million
57,249 New
57,249 $1.84 Billion

Others Institutions Holding DFSV

# of Institutions
483
Shares Held
130M
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
Track This Portfolio

Track Daner Wealth Management, LLC Portfolio

Follow Daner Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Daner Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daner Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email