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

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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