Great Point Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Great Point Wealth Advisors, LLC

  • $421 Million
  • Q1 2024

A detailed history of Great Point Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 21,682 shares of DISV stock, worth $592,352. This represents 0.14% of its overall portfolio holdings.

Number of Shares
21,682
Previous 21,567 0.53%
Holding current value
$592,352
Previous $556,000 5.94%
% of portfolio
0.14%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$24.73 - $27.24 $2,843 - $3,132
115 Added 0.53%
21,682 $589,000
Q4 2023

Jan 22, 2024
SELL
$22.43 - $25.87 $6,235 - $7,191
-278 Reduced 1.27%
21,567 $556,000
Q3 2023

Oct 13, 2023
BUY
$23.27 - $25.13 $79,490 - $85,844
3,416 Added 18.54%
21,845 $519,000
Q2 2023

Aug 02, 2023
BUY
$23.01 - $24.6 $23 - $24
1 Added 0.01%
18,429 $435,000
Q1 2023

May 12, 2023
SELL
$22.4 - $24.75 $51,251 - $56,628
-2,288 Reduced 11.04%
18,428 $438,000
Q4 2022

Feb 07, 2023
BUY
$20.21 - $22.54 $418,670 - $466,938
20,716 New
20,716 $460,000

Others Institutions Holding DISV

# of Institutions
247
Shares Held
53.5M
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 Great Point Wealth Advisors, LLC Portfolio

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

News

Stay updated on Great Point Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email