Edge Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Edge Financial Advisors LLC

  • $112 Billion
  • Q4 2024

A detailed history of Edge Financial Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Edge Financial Advisors LLC holds 31,812 shares of DFSV stock, worth $1.01 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
31,812
Previous 32,210 1.24%
Holding current value
$1.01 Million
Previous $992 Million 1.3%
% of portfolio
0.87%
Previous 0.88%

Shares

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

Jan 17, 2025
SELL
$30.18 - $33.87 $12,011 - $13,480
-398 Reduced 1.24%
31,812 $979 Million
Q3 2024

Oct 25, 2024
BUY
$28.25 - $31.7 $486,295 - $545,683
17,214 Added 114.79%
32,210 $992 Million
Q1 2024

Apr 19, 2024
BUY
$27.45 - $30.1 $411,640 - $451,379
14,996 New
14,996 $457 Million

Others Institutions Holding DFSV

# of Institutions
368
Shares Held
100M
Call Options Held
10.1K
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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