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

Joel Isaacson & Co., LLC

  • $2.39 Billion
  • Q2 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 17,048 shares of DFSV stock, worth $540,592. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,048
Previous 16,972 0.45%
Holding current value
$540,592
Previous $477,000 5.03%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$24.21 - $29.47 $1,839 - $2,239
76 Added 0.45%
17,048 $501,000
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
482
Shares Held
131M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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