A detailed history of Efficient Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Efficient Advisors, LLC holds 79,768 shares of DISV stock, worth $2.11 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
79,768
Previous 67,924 17.44%
Holding current value
$2.11 Million
Previous $1.83 Million 26.87%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Nov 12, 2024

BUY
$26.06 - $29.18 $308,654 - $345,607
11,844 Added 17.44%
79,768 $2.32 Million
Q2 2024

Aug 05, 2024

BUY
$26.23 - $28.56 $264,660 - $288,170
10,090 Added 17.45%
67,924 $1.83 Million
Q1 2024

May 09, 2024

BUY
$24.73 - $27.24 $180,331 - $198,634
7,292 Added 14.43%
57,834 $1.57 Million
Q4 2023

Feb 08, 2024

SELL
$22.43 - $25.87 $22,901 - $26,413
-1,021 Reduced 1.98%
50,542 $1.3 Million
Q3 2023

Nov 07, 2023

BUY
$23.27 - $25.13 $13,333 - $14,399
573 Added 1.12%
51,563 $1.23 Million
Q2 2023

Aug 08, 2023

SELL
$23.01 - $24.6 $7,754 - $8,290
-337 Reduced 0.66%
50,990 $1.21 Million
Q1 2023

May 09, 2023

SELL
$22.4 - $24.75 $120,332 - $132,957
-5,372 Reduced 9.47%
51,327 $1.22 Million
Q4 2022

Feb 08, 2023

BUY
$18.45 - $22.54 $1.05 Million - $1.28 Million
56,699 New
56,699 $1.26 Million

Others Institutions Holding DISV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
Track This Portfolio

Track Efficient Advisors, LLC Portfolio

Follow Efficient Advisors, 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 Efficient Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Efficient Advisors, LLC with notifications on news.