Liberty Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Liberty Wealth Management LLC

$504 Million
Q1 2025

A detailed history of Liberty Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Liberty Wealth Management LLC holds 187,313 shares of DISV stock, worth $6.29 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

187,313

Previous 579,060 67.65%

Holding current value

$6.29 Million

Previous $16.9 Million 67.66%

% of portfolio

1.08%

Previous 0.3%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$26.09 - $30.21 $10.2 Million - $11.8 Million	-391,747 Reduced 67.65%	187,313 $5.45 Million
Q1 2025 May 08, 2025	BUY	$26.09 - $30.21 $10.2 Million - $11.8 Million	392,125 Added 209.77%	579,060 $16.9 Million
Q4 2024 Feb 07, 2025	BUY	$26.18 - $28.77 $110,453 - $121,380	4,219 Added 2.31%	186,935 $4.97 Million
Q3 2024 Nov 01, 2024	SELL	$26.06 - $29.18 $3.05 Million - $3.41 Million	-116,975 Reduced 39.03%	182,716 $5.31 Million
Q2 2024 Aug 06, 2024	BUY	$26.23 - $28.56 $3.21 Million - $3.5 Million	122,475 Added 69.11%	299,691 $4.77 Million
Q1 2024 May 02, 2024	BUY	$24.73 - $27.24 $4,525 - $4,984	183 Added 0.1%	177,216 $4.82 Million
Q4 2023 Feb 08, 2024	BUY	$22.43 - $25.87 $4,957 - $5,717	221 Added 0.12%	177,033 $4.57 Million
Q3 2023 Nov 13, 2023	BUY	$23.27 - $25.13 $13,263 - $14,324	570 Added 0.32%	176,812 $4.21 Million
Q2 2023 Aug 10, 2023	SELL	$23.01 - $24.6 $487,558 - $521,249	-21,189 Reduced 10.73%	176,242 $4.17 Million
Q1 2023 May 03, 2023	SELL	$22.4 - $24.75 $1.29 Million - $1.42 Million	-57,494 Reduced 22.55%	197,431 $4.7 Million
Q3 2022 Nov 15, 2022	BUY	$18.36 - $22.57 $4.06 Million - $4.99 Million	221,024 Added 651.97%	254,925 $4.73 Million
Q2 2022 Aug 15, 2022	BUY	$21.05 - $25.01 $16,250 - $19,307	772 Added 2.33%	33,901 $713,000
Q1 2022 May 09, 2022	BUY	$24.68 - $25.26 $817,623 - $836,838	33,129 New	33,129 $808,000

Others Institutions Holding DISV

# of Institutions

351

Shares Held

75.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
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Liberty Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History