Financial Planning & Information Services, Inc. Dimensional ETF Tr Dimensional Transaction History

Financial Planning & Information Services, Inc.

  • $665 Million
  • Q1 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 10,820 shares of DFSV stock, worth $309,668. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,820
Previous 11,275 4.04%
Holding current value
$309,668
Previous $285,000 14.04%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$27.45 - $30.1 $12,489 - $13,695
-455 Reduced 4.04%
10,820 $325,000
Q3 2023

Nov 14, 2023
SELL
$24.97 - $27.69 $2,846 - $3,156
-114 Reduced 1.0%
11,275 $285,000
Q2 2023

Aug 11, 2023
SELL
$23.17 - $25.7 $100,302 - $111,255
-4,329 Reduced 27.54%
11,389 $292,000
Q1 2023

May 02, 2023
BUY
$23.74 - $28.31 $18,256 - $21,770
769 Added 5.14%
15,718 $391,000
Q4 2022

Feb 13, 2023
BUY
$24.29 - $26.46 $363,111 - $395,550
14,949 New
14,949 $370,000

Others Institutions Holding DFSV

# of Institutions
298
Shares Held
72.6M
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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