Grant Private Wealth Management Inc Dimensional ETF Tr Dimensional Transaction History

Grant Private Wealth Management Inc

  • $166 Billion
  • Q4 2025

A detailed history of Grant Private Wealth Management Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Grant Private Wealth Management Inc holds 57,593 shares of DFSV stock, worth $1.81 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
57,593
Previous 62,031 7.15%
Holding current value
$1.81 Million
Previous $1.98 Billion 4.09%
% of portfolio
1.14%
Previous 1.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026
SELL
$30.55 - $32.35 $135,580 - $143,569
-4,438 Reduced 7.15%
57,593 $1.89 Billion
Q3 2025

Oct 07, 2025
BUY
$29.2 - $32.74 $1.81 Million - $2.03 Million
62,031 New
62,031 $1.98 Billion
Q1 2025

Apr 16, 2025
BUY
$27.56 - $32.1 $6,008 - $6,997
218 Added 0.33%
65,731 $1.85 Billion
Q4 2024

Feb 12, 2025
BUY
$30.18 - $33.87 $1.98 Million - $2.22 Million
65,513 New
65,513 $2.02 Billion

Others Institutions Holding DFSV

# of Institutions
495
Shares Held
140M
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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