Eq Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Eq Wealth Advisors, LLC

  • $147 Billion
  • Q2 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 234,900 shares of DFSV stock, worth $7.19 Million. This represents 4.71% of its overall portfolio holdings.

Number of Shares
234,900
Previous 215,124 9.19%
Holding current value
$7.19 Million
Previous $6.06 Billion 14.16%
% of portfolio
4.71%
Previous 4.82%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$24.21 - $29.47 $478,776 - $582,798
19,776 Added 9.19%
234,900 $6.91 Billion
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
461
Shares Held
125M
Call Options Held
10.7K
Put Options Held
5.5K
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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