Discipline Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History

Discipline Wealth Solutions, LLC

  • $207 Million
  • Q4 2024

A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 136,582 shares of DFSV stock, worth $3.63 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
136,582
Previous 119,340 14.45%
Holding current value
$3.63 Million
Previous $3.68 Million 14.37%
% of portfolio
2.03%
Previous 2.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 26, 2025
BUY
$30.18 - $33.87 $520,363 - $583,986
17,242 Added 14.45%
136,582 $4.2 Million
Q3 2024

Nov 19, 2024
BUY
$28.25 - $31.7 $551,044 - $618,340
19,506 Added 19.54%
119,340 $3.68 Million
Q2 2024

Aug 07, 2024
BUY
$27.81 - $30.13 $287,332 - $311,303
10,332 Added 11.54%
99,834 $2.87 Million
Q1 2024

May 03, 2024
BUY
$27.45 - $30.1 $252,347 - $276,709
9,193 Added 11.45%
89,502 $2.69 Million
Q4 2023

Feb 09, 2024
BUY
$23.61 - $29.53 $1.9 Million - $2.37 Million
80,309 New
80,309 $2.34 Million

Others Institutions Holding DFSV

# of Institutions
422
Shares Held
112M
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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