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

Kathleen S. Wright Associates Inc.

  • $246 Million
  • Q3 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 31,114 shares of DFSV stock, worth $961,733. This represents 0.39% of its overall portfolio holdings.

Number of Shares
31,114
Previous 28,572 8.9%
Holding current value
$961,733
Previous $822,000 16.55%
% of portfolio
0.39%
Previous 0.37%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
340
Shares Held
95.2M
Call Options Held
10.1K
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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