Golden Bell Financial Planning LLC Dimensional ETF Tr Dimensional Transaction History

Golden Bell Financial Planning LLC

  • $106 Billion
  • Q2 2025

A detailed history of Golden Bell Financial Planning LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Golden Bell Financial Planning LLC holds 78,505 shares of DISV stock, worth $2.7 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares
78,505
Previous 79,408 1.14%
Holding current value
$2.7 Million
Previous $2.31 Billion 11.73%
% of portfolio
2.43%
Previous 2.25%

Shares

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

Aug 05, 2025
SELL
$25.93 - $32.91 $23,414 - $29,717
-903 Reduced 1.14%
78,505 $2.58 Billion
Q1 2025

May 06, 2025
BUY
$26.09 - $30.21 $126,432 - $146,397
4,846 Added 6.5%
79,408 $2.31 Billion
Q4 2024

Feb 04, 2025
BUY
$26.18 - $28.77 $1.95 Million - $2.15 Million
74,562 New
74,562 $1.98 Billion

Others Institutions Holding DISV

# of Institutions
358
Shares Held
77.8M
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
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