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

Kathleen S. Wright Associates Inc.

  • $256 Million
  • Q3 2025

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 27,919 shares of DFSV stock, worth $876,656. This represents 0.35% of its overall portfolio holdings.

Number of Shares
27,919
Previous 26,740 4.41%
Holding current value
$876,656
Previous $786,000 12.98%
% of portfolio
0.35%
Previous 0.32%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
$29.2 - $32.74 $34,426 - $38,600
1,179 Added 4.41%
27,919 $888,000
Q2 2025

Jul 31, 2025
SELL
$24.21 - $29.47 $76,600 - $93,243
-3,164 Reduced 10.58%
26,740 $786,000
Q1 2025

May 05, 2025
SELL
$27.56 - $32.1 $66,419 - $77,361
-2,410 Reduced 7.46%
29,904 $841,000
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
496
Shares Held
140M
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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