Hassell Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Hassell Wealth Management, LLC

$248 Billion
Q4 2024

A detailed history of Hassell Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hassell Wealth Management, LLC holds 638,624 shares of DFSV stock, worth $18 Million. This represents 8.19% of its overall portfolio holdings.

Number of Shares

638,624

Previous 656,732 2.76%

Holding current value

$18 Million

Previous $20 Billion 1.85%

% of portfolio

8.19%

Previous 8.36%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$30.18 - $33.87 $546,499 - $613,317	-18,108 Reduced 2.76%	638,624 $20.3 Billion
Q3 2024 Nov 05, 2024	BUY	$28.25 - $31.7 $1.63 Million - $1.83 Million	57,640 Added 9.62%	656,732 $20 Billion
Q2 2024 Aug 09, 2024	BUY	$27.81 - $30.13 $1.22 Million - $1.33 Million	44,010 Added 7.93%	599,092 $18.9 Billion
Q1 2024 May 01, 2024	BUY	$27.45 - $30.1 $307,906 - $337,631	11,217 Added 2.06%	555,082 $16 Billion
Q4 2023 Feb 15, 2024	BUY	$23.61 - $29.53 $8,287 - $10,365	351 Added 0.06%	543,865 $15.7 Billion
Q3 2023 Oct 27, 2023	BUY	$24.97 - $27.69 $525,368 - $582,597	21,040 Added 4.03%	543,514 $12.9 Billion
Q2 2023 Jul 25, 2023	BUY	$23.17 - $25.7 $1.03 Million - $1.15 Million	44,622 Added 9.34%	522,474 $13.8 Billion
Q1 2023 Apr 27, 2023	BUY	$23.74 - $28.31 $1.47 Million - $1.75 Million	61,958 Added 14.9%	477,852 $11.4 Billion
Q4 2022 Feb 15, 2023	BUY	$22.47 - $26.46 $9.35 Million - $11 Million	415,894 New	415,894 $11 Billion

Others Institutions Holding DFSV

# of Institutions

416

Shares Held

110M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Hassell Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History