Eq Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Eq Wealth Advisors, LLC

  • $126 Billion
  • Q1 2025

A detailed history of Eq Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 215,124 shares of DFSV stock, worth $5.71 Million. This represents 4.82% of its overall portfolio holdings.

Number of Shares
215,124
Previous 178,369 20.61%
Holding current value
$5.71 Million
Previous $5.49 Billion 10.3%
% of portfolio
4.82%
Previous 5.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$27.56 - $32.1 $1.01 Million - $1.18 Million
36,755 Added 20.61%
215,124 $6.06 Billion
Q4 2024

Jan 24, 2025
BUY
$30.18 - $33.87 $5.38 Million - $6.04 Million
178,369 New
178,369 $5.49 Billion

Others Institutions Holding DFSV

# of Institutions
419
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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