Fermata Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Fermata Advisors, LLC

  • $495 Million
  • Q1 2025

A detailed history of Fermata Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fermata Advisors, LLC holds 135,679 shares of DFSV stock, worth $3.84 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
135,679
Previous 127,626 6.31%
Holding current value
$3.84 Million
Previous $3.93 Million 2.93%
% of portfolio
0.77%
Previous 0.77%

Shares

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

Apr 10, 2025
BUY
$27.56 - $32.1 $221,940 - $258,501
8,053 Added 6.31%
135,679 $3.81 Million
Q4 2024

Jan 14, 2025
BUY
$30.18 - $33.87 $946,052 - $1.06 Million
31,347 Added 32.56%
127,626 $3.93 Million
Q3 2024

Oct 09, 2024
BUY
$28.25 - $31.7 $514,178 - $576,971
18,201 Added 23.31%
96,279 $2.97 Million
Q2 2024

Jul 12, 2024
BUY
$27.81 - $30.13 $636,598 - $689,705
22,891 Added 41.48%
78,078 $2.25 Million
Q1 2024

Apr 12, 2024
BUY
$27.45 - $30.1 $259,375 - $284,414
9,449 Added 20.66%
55,187 $1.66 Million
Q4 2023

Jan 19, 2024
BUY
$23.61 - $29.53 $264,101 - $330,322
11,186 Added 32.37%
45,738 $1.33 Million
Q3 2023

Nov 06, 2023
BUY
$24.97 - $27.69 $174,914 - $193,968
7,005 Added 25.43%
34,552 $875,000
Q2 2023

Jul 24, 2023
BUY
$23.17 - $25.7 $440,809 - $488,942
19,025 Added 223.25%
27,547 $707,000
Q1 2023

Apr 12, 2023
SELL
$23.74 - $28.31 $157,728 - $188,091
-6,644 Reduced 43.81%
8,522 $212,000
Q4 2022

Feb 13, 2023
BUY
$22.47 - $26.46 $340,780 - $401,292
15,166 New
15,166 $375,000

Others Institutions Holding DFSV

# of Institutions
437
Shares Held
120M
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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