Fermata Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Fermata Advisors, LLC

  • $335 Million
  • Q2 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 136,797 shares of DFSV stock, worth $4.21 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
136,797
Previous 135,679 0.82%
Holding current value
$4.21 Million
Previous $3.81 Million 5.56%
% of portfolio
1.2%
Previous 0.77%

Shares

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

Jul 09, 2025
BUY
$24.21 - $29.47 $27,066 - $32,947
1,118 Added 0.82%
136,797 $4.03 Million
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
458
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
Track This Portfolio

Track Fermata Advisors, LLC Portfolio

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

News

Stay updated on Fermata Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email