Disciplined Investments, LLC Dimensional ETF Tr Dimensional Transaction History

Disciplined Investments, LLC

  • $195 Million
  • Q3 2024

A detailed history of Disciplined Investments, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Disciplined Investments, LLC holds 17,829 shares of DISV stock, worth $480,491. This represents 0.27% of its overall portfolio holdings.

Number of Shares
17,829
Previous 16,972 5.05%
Holding current value
$480,491
Previous $456,000 13.6%
% of portfolio
0.27%
Previous 0.25%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$26.06 - $29.18 $22,333 - $25,007
857 Added 5.05%
17,829 $518,000
Q2 2024

Aug 09, 2024
BUY
$26.23 - $28.56 $21,954 - $23,904
837 Added 5.19%
16,972 $456,000
Q1 2024

Apr 15, 2024
SELL
$24.73 - $27.24 $51,759 - $57,013
-2,093 Reduced 11.48%
16,135 $438,000
Q4 2023

Jan 12, 2024
BUY
$22.43 - $25.87 $130,452 - $150,459
5,816 Added 46.86%
18,228 $470,000
Q3 2023

Nov 14, 2023
BUY
$23.27 - $25.13 $5,142 - $5,553
221 Added 1.81%
12,412 $295,000
Q2 2023

Jul 10, 2023
SELL
$23.01 - $24.6 $365,743 - $391,017
-15,895 Reduced 56.59%
12,191 $288,000
Q1 2023

May 10, 2023
BUY
$22.4 - $24.75 $149,094 - $164,736
6,656 Added 31.06%
28,086 $668,000
Q4 2022

Feb 01, 2023
BUY
$18.45 - $22.54 $266,178 - $325,184
14,427 Added 206.01%
21,430 $475,000
Q3 2022

Nov 03, 2022
BUY
$18.36 - $22.57 $20,508 - $25,210
1,117 Added 18.98%
7,003 $130,000
Q2 2022

Aug 09, 2022
BUY
$21.05 - $25.01 $123,900 - $147,208
5,886 New
5,886 $124,000

Others Institutions Holding DISV

# of Institutions
274
Shares Held
60.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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