Global Retirement Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Global Retirement Partners, LLC

$4.24 Billion
Q3 2025

A detailed history of Global Retirement Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Global Retirement Partners, LLC holds 586 shares of DFSV stock, worth $18,582. This represents 0.0% of its overall portfolio holdings.

Number of Shares

586

Previous 797 26.47%

Holding current value

$18,582

Previous $23,000 21.74%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$29.2 - $32.74 $6,161 - $6,908	-211 Reduced 26.47%	586 $18,000
Q2 2025 Aug 12, 2025	SELL	$24.21 - $29.47 $629 - $766	-26 Reduced 3.16%	797 $23,000
Q4 2024 Jan 31, 2025	SELL	$30.18 - $33.87 $1,026 - $1,151	-34 Reduced 3.97%	823 $25,000
Q3 2024 Oct 16, 2024	SELL	$28.25 - $31.7 $452 - $507	-16 Reduced 1.83%	857 $26,000
Q2 2024 Jul 23, 2024	BUY	$27.81 - $30.13 $667 - $723	24 Added 2.83%	873 $25,000
Q4 2023 Jan 18, 2024	BUY	$23.61 - $29.53 $1,676 - $2,096	71 Added 9.13%	849 $24,000
Q2 2023 Jul 20, 2023	SELL	$23.17 - $25.7 $4,240 - $4,703	-183 Reduced 19.04%	778 $19,000
Q4 2022 Feb 13, 2023	BUY	$22.47 - $26.46 $21,593 - $25,428	961 New	961 $23,000

Others Institutions Holding DFSV

# of Institutions

481

Shares Held

131M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Account

Global Retirement Partners, LLC Dimensional ETF Tr Dimensional Transaction History