Evensky & Katz LLC Dimensional ETF Tr Dimensional Transaction History

Evensky & Katz LLC

  • $1.64 Billion
  • Q2 2025

A detailed history of Evensky & Katz LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Evensky & Katz LLC holds 72,150 shares of DFSV stock, worth $2.26 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
72,150
Previous 103,113 30.03%
Holding current value
$2.26 Million
Previous $2.9 Million 26.87%
% of portfolio
0.13%
Previous 0.19%

Shares

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

Jul 22, 2025
SELL
$24.21 - $29.47 $749,614 - $912,479
-30,963 Reduced 30.03%
72,150 $2.12 Million
Q1 2025

May 13, 2025
BUY
$27.56 - $32.1 $1.27 Million - $1.48 Million
46,079 Added 80.79%
103,113 $2.9 Million
Q4 2024

Feb 13, 2025
SELL
$30.18 - $33.87 $532,073 - $597,128
-17,630 Reduced 23.61%
57,034 $1.76 Million
Q3 2024

Oct 08, 2024
BUY
$28.25 - $31.7 $4,265 - $4,786
151 Added 0.2%
74,664 $2.3 Million
Q2 2024

Jul 26, 2024
BUY
$27.81 - $30.13 $2,892 - $3,133
104 Added 0.14%
74,513 $2.14 Million
Q1 2024

Apr 08, 2024
BUY
$27.45 - $30.1 $2,388 - $2,618
87 Added 0.12%
74,409 $2.24 Million
Q4 2023

Feb 14, 2024
BUY
$23.61 - $29.53 $116,657 - $145,907
4,941 Added 7.12%
74,322 $2.16 Million
Q3 2023

Oct 10, 2023
SELL
$24.97 - $27.69 $48,042 - $53,275
-1,924 Reduced 2.7%
69,381 $1.76 Million
Q2 2023

Jul 24, 2023
SELL
$23.17 - $25.7 $135,729 - $150,550
-5,858 Reduced 7.59%
71,305 $1.83 Million
Q1 2023

Apr 20, 2023
SELL
$23.74 - $28.31 $114,759 - $136,850
-4,834 Reduced 5.9%
77,163 $1.92 Million
Q4 2022

Jan 12, 2023
BUY
$22.47 - $26.46 $164,592 - $193,819
7,325 Added 9.81%
81,997 $2.03 Million
Q3 2022

Oct 19, 2022
BUY
$21.77 - $26.17 $1.63 Million - $1.95 Million
74,672 New
74,672 $1.63 Million

Others Institutions Holding DFSV

# of Institutions
482
Shares Held
132M
Call Options Held
0
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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