Kaufman Rossin Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Kaufman Rossin Wealth, LLC

  • $140 Billion
  • Q1 2025

A detailed history of Kaufman Rossin Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 131,251 shares of DISV stock, worth $4.19 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
131,251
Previous 130,819 0.33%
Holding current value
$4.19 Million
Previous $3.48 Billion 9.96%
% of portfolio
2.73%
Previous 3.58%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$26.09 - $30.21 $11,270 - $13,050
432 Added 0.33%
131,251 $3.82 Billion
Q4 2024

Jan 23, 2025
BUY
$26.18 - $28.77 $3.42 Million - $3.76 Million
130,819 New
130,819 $3.48 Billion

Others Institutions Holding DISV

# of Institutions
343
Shares Held
69.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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