Joel Isaacson & Co., LLC Dimensional ETF Tr Dimensional Transaction History

Joel Isaacson & Co., LLC

$2.17 Billion
Q1 2025

A detailed history of Joel Isaacson & Co., LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 16,972 shares of DFSV stock, worth $480,137. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,972

Previous 16,927 0.27%

Holding current value

$480,137

Previous $521,000 8.45%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$27.56 - $32.1 $1,240 - $1,444	45 Added 0.27%	16,972 $477,000
Q4 2024 Jan 28, 2025	BUY	$30.18 - $33.87 $2,172 - $2,438	72 Added 0.43%	16,927 $521,000
Q3 2024 Oct 23, 2024	SELL	$28.25 - $31.7 $50,934 - $57,155	-1,803 Reduced 9.66%	16,855 $519,000
Q2 2024 Jul 23, 2024	BUY	$27.81 - $30.13 $53,311 - $57,759	1,917 Added 11.45%	18,658 $536,000
Q1 2024 Apr 29, 2024	BUY	$27.45 - $30.1 $130,469 - $143,065	4,753 Added 39.65%	16,741 $503,000
Q4 2023 Jan 24, 2024	BUY	$23.61 - $29.53 $1,086 - $1,358	46 Added 0.39%	11,988 $349,000
Q3 2023 Oct 23, 2023	BUY	$24.97 - $27.69 $1,173 - $1,301	47 Added 0.4%	11,942 $302,000
Q2 2023 Jul 26, 2023	BUY	$23.17 - $25.7 $57,878 - $64,198	2,498 Added 26.58%	11,895 $305,000
Q1 2023 Apr 24, 2023	BUY	$23.74 - $28.31 $223,084 - $266,029	9,397 New	9,397 $234,000

Others Institutions Holding DFSV

# of Institutions

437

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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Joel Isaacson & Co., LLC Dimensional ETF Tr Dimensional Transaction History