A detailed history of Kingswood Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 20,005 shares of DFSV stock, worth $669,167. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,005
Holding current value
$669,167
% of portfolio
0.04%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$28.25 - $31.7 $565,141 - $634,158
20,005 New
20,005 $616 Million

Others Institutions Holding DFSV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.