Investmark Advisory Group LLC Dimensional ETF Tr Dimensional Transaction History

Investmark Advisory Group LLC

$198 Million
Q1 2025

A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Investmark Advisory Group LLC holds 47,295 shares of DFSV stock, worth $1.33 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

47,295

Previous 49,165 3.8%

Holding current value

$1.33 Million

Previous $1.51 Million 12.03%

% of portfolio

0.67%

Previous 0.76%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$27.56 - $32.1 $51,537 - $60,027	-1,870 Reduced 3.8%	47,295 $1.33 Million
Q4 2024 Feb 18, 2025	BUY	$30.18 - $33.87 $84,745 - $95,106	2,808 Added 6.06%	49,165 $1.51 Million
Q3 2024 Nov 14, 2024	BUY	$28.25 - $31.7 $10,000 - $11,221	354 Added 0.77%	46,357 $1.43 Million
Q2 2024 Aug 14, 2024	SELL	$27.81 - $30.13 $19,494 - $21,121	-701 Reduced 1.5%	46,003 $1.32 Million
Q1 2024 May 17, 2024	BUY	$27.45 - $30.1 $40,873 - $44,818	1,489 Added 3.29%	46,704 $1.41 Million
Q4 2023 Feb 14, 2024	BUY	$23.61 - $29.53 $76,071 - $95,145	3,222 Added 7.67%	45,215 $1.32 Million
Q2 2023 Aug 14, 2023	BUY	$23.17 - $25.7 $266,014 - $295,061	11,481 Added 37.63%	41,993 $1.08 Million
Q1 2023 May 15, 2023	BUY	$23.74 - $28.31 $44,488 - $53,052	1,874 Added 6.54%	30,512 $760,000
Q4 2022 Jan 24, 2023	BUY	$22.47 - $26.46 $361,317 - $425,476	16,080 Added 128.05%	28,638 $0
Q3 2022 Nov 14, 2022	BUY	$21.77 - $26.17 $273,387 - $328,642	12,558 New	12,558 $273,000

Others Institutions Holding DFSV

# of Institutions

438

Shares Held

120M

Call Options Held

10.7K

Put Options Held

5.5K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Investmark Advisory Group LLC Dimensional ETF Tr Dimensional Transaction History