Forvis Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Forvis Wealth Advisors, LLC

$4 Billion
Q1 2025

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 175,310 shares of DISV stock, worth $5.75 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

175,310

Previous 273,909 36.0%

Holding current value

$5.75 Million

Previous $7.28 Million 29.85%

% of portfolio

0.13%

Previous 0.17%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$26.09 - $30.21 $2.57 Million - $2.98 Million	-98,599 Reduced 36.0%	175,310 $5.11 Million
Q4 2024 Feb 03, 2025	SELL	$26.18 - $28.77 $1.45 Million - $1.59 Million	-55,292 Reduced 16.8%	273,909 $7.28 Million
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

343

Shares Held

69.1M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

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Forvis Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History