Kathleen S. Wright Associates Inc. Dimensional ETF Tr Dimensional Transaction History

Kathleen S. Wright Associates Inc.

$242 Million
Q4 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 32,314 shares of DFSV stock, worth $970,712. This represents 0.41% of its overall portfolio holdings.

Number of Shares

32,314

Previous 31,114 3.86%

Holding current value

$970,712

Previous $958,000 3.76%

% of portfolio

0.41%

Previous 0.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$30.18 - $33.87 $36,216 - $40,644	1,200 Added 3.86%	32,314 $994,000
Q3 2024 Oct 11, 2024	BUY	$28.25 - $31.7 $71,811 - $80,581	2,542 Added 8.9%	31,114 $958,000
Q2 2024 Jul 17, 2024	BUY	$27.81 - $30.13 $68,857 - $74,601	2,476 Added 9.49%	28,572 $822,000
Q1 2024 Apr 17, 2024	BUY	$27.45 - $30.1 $329,345 - $361,139	11,998 Added 85.1%	26,096 $785,000
Q4 2023 Jan 31, 2024	BUY	$23.61 - $29.53 $2,361 - $2,953	100 Added 0.71%	14,098 $410,000
Q3 2023 Oct 20, 2023	BUY	$24.97 - $27.69 $124,275 - $137,813	4,977 Added 55.17%	13,998 $354,000
Q2 2023 Jul 20, 2023	BUY	$23.17 - $25.7 $209,016 - $231,839	9,021 New	9,021 $231,000

Others Institutions Holding DFSV

# of Institutions

414

Shares Held

109M

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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Kathleen S. Wright Associates Inc. Dimensional ETF Tr Dimensional Transaction History