Forvis Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 329,201 shares of DISV stock, worth $8.73 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
329,201
Previous 353,655 6.91%
Holding current value
$8.73 Million
Previous $9.52 Million 0.53%
% of portfolio
0.22%
Previous 0.24%

Shares

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

Nov 14, 2024
SELL
$26.06 - $29.18 $637,271 - $713,567
-24,454 Reduced 6.91%
329,201 $9.57 Million
Q2 2024

Aug 09, 2024
SELL
$26.23 - $28.56 $143,320 - $156,051
-5,464 Reduced 1.52%
353,655 $9.52 Million
Q1 2024

Apr 19, 2024
BUY
$24.73 - $27.24 $93,974 - $103,512
3,800 Added 1.07%
359,119 $9.76 Million
Q4 2023

Jan 11, 2024
BUY
$22.43 - $25.87 $204,068 - $235,365
9,098 Added 2.63%
355,319 $9.16 Million
Q3 2023

Oct 25, 2023
BUY
$23.27 - $25.13 $590,778 - $638,000
25,388 Added 7.91%
346,221 $8.23 Million
Q2 2023

Aug 08, 2023
BUY
$23.01 - $24.6 $714,046 - $763,387
31,032 Added 10.71%
320,833 $7.59 Million
Q1 2023

Apr 26, 2023
BUY
$22.4 - $24.75 $538,585 - $595,089
24,044 Added 9.05%
289,801 $6.9 Million
Q4 2022

Feb 02, 2023
BUY
$18.45 - $22.54 $1.42 Million - $1.73 Million
76,741 Added 40.6%
265,757 $5.9 Million
Q3 2022

Oct 13, 2022
BUY
$18.36 - $22.57 $2.24 Million - $2.75 Million
121,944 Added 181.81%
189,016 $3.51 Million
Q2 2022

Jul 22, 2022
BUY
$21.05 - $25.01 $1.41 Million - $1.68 Million
67,072 New
67,072 $1.41 Million

Others Institutions Holding DISV

# of Institutions
274
Shares Held
60.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
Track This Portfolio

Track Forvis Wealth Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email