A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 978,719 shares of DFSV stock, worth $29.9 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
978,719
Previous 827,698 18.25%
Holding current value
$29.9 Million
Previous $23.8 Million 26.54%
% of portfolio
1.11%
Previous 0.91%

Shares

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

Oct 31, 2024

BUY
$28.25 - $31.7 $4.27 Million - $4.79 Million
151,021 Added 18.25%
978,719 $30.1 Million
Q2 2024

Aug 12, 2024

BUY
$27.81 - $30.13 $2.89 Million - $3.13 Million
103,768 Added 14.33%
827,698 $23.8 Million
Q1 2024

May 10, 2024

BUY
$27.45 - $30.1 $5.31 Million - $5.82 Million
193,334 Added 36.44%
723,930 $21.8 Million
Q4 2023

Feb 13, 2024

BUY
$23.61 - $29.53 $3.21 Million - $4.02 Million
136,167 Added 34.52%
530,596 $15.5 Million
Q3 2023

Nov 08, 2023

BUY
$24.97 - $27.69 $1.56 Million - $1.73 Million
62,633 Added 18.88%
394,429 $9.99 Million
Q2 2023

Aug 10, 2023

BUY
$23.17 - $25.7 $3.07 Million - $3.4 Million
132,425 Added 66.42%
331,796 $8.53 Million
Q1 2023

May 02, 2023

BUY
$23.74 - $28.31 $937,635 - $1.12 Million
39,496 Added 24.7%
199,371 $4.97 Million
Q4 2022

Feb 14, 2023

BUY
$22.47 - $26.46 $2.8 Million - $3.3 Million
124,827 Added 356.16%
159,875 $3.96 Million
Q3 2022

Nov 08, 2022

BUY
$21.77 - $26.17 $318,277 - $382,605
14,620 Added 71.57%
35,048 $764,000
Q2 2022

Aug 11, 2022

BUY
$22.18 - $26.16 $453,093 - $534,396
20,428 New
20,428 $461,000

Others Institutions Holding DFSV

About DIMENSIONAL ETF TR DIMENSIONAL


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

Track Exencial Wealth Advisors, LLC Portfolio

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

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.