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

Great Point Wealth Advisors, LLC

  • $455 Million
  • Q1 2025

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 21,296 shares of DISV stock, worth $726,832. This represents 0.14% of its overall portfolio holdings.

Number of Shares
21,296
Previous 21,373 0.36%
Holding current value
$726,832
Previous $567,000 9.35%
% of portfolio
0.14%
Previous 0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$26.09 - $30.21 $2,008 - $2,326
-77 Reduced 0.36%
21,296 $620,000
Q4 2024

Jan 24, 2025
SELL
$26.18 - $28.77 $26 - $28
-1 Reduced -0.0%
21,373 $567,000
Q3 2024

Oct 18, 2024
SELL
$26.06 - $29.18 $416 - $466
-16 Reduced 0.07%
21,374 $621,000
Q2 2024

Jul 29, 2024
SELL
$26.23 - $28.56 $7,659 - $8,339
-292 Reduced 1.35%
21,390 $575,000
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
$18.45 - $22.54 $382,210 - $466,938
20,716 New
20,716 $460,000

Others Institutions Holding DISV

# of Institutions
356
Shares Held
77M
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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