Mc Clarren Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History

Mc Clarren Financial Advisors, Inc.

$35.6 Million
Q4 2024

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 21,475 shares of DFSV stock, worth $673,670. This represents 1.86% of its overall portfolio holdings.

Number of Shares

21,475

Previous 15,378 39.65%

Holding current value

$673,670

Previous $3.27 Million 79.79%

% of portfolio

1.86%

Previous 0.41%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$30.18 - $33.87 $184,007 - $206,505	6,097 Added 39.65%	21,475 $661,000
Q3 2024 Oct 18, 2024	BUY	$28.25 - $31.7 $417,365 - $468,335	14,774 Added 2446.03%	15,378 $3.27 Million
Q2 2024 Jul 26, 2024	SELL	$27.81 - $30.13 $539,486 - $584,491	-19,399 Reduced 96.98%	604 $753,000
Q1 2024 Jul 26, 2024	BUY	$27.45 - $30.1 $537,498 - $589,388	19,581 Added 4640.05%	20,003 $603,000
Q1 2024 May 03, 2024	SELL	$27.45 - $30.1 $536,674 - $588,485	-19,551 Reduced 97.89%	422 $603,000
Q4 2023 Feb 02, 2024	BUY	$23.61 - $29.53 $1,888 - $2,362	80 Added 0.4%	19,973 $582,000
Q3 2023 Nov 03, 2023	SELL	$24.97 - $27.69 $2,422 - $2,685	-97 Reduced 0.49%	19,893 $502,000
Q2 2023 Aug 04, 2023	BUY	$23.17 - $25.7 $200,675 - $222,587	8,661 Added 76.45%	19,990 $513,000
Q1 2023 May 05, 2023	BUY	$23.74 - $28.31 $76,134 - $90,790	3,207 Added 39.49%	11,329 $277,000
Q4 2022 Jan 30, 2023	BUY	$22.47 - $26.46 $50,669 - $59,667	2,255 Added 38.44%	8,122 $201,000
Q3 2022 Oct 31, 2022	BUY	$21.77 - $26.17 $127,724 - $153,539	5,867 New	5,867 $127,000

Others Institutions Holding DFSV

# of Institutions

408

Shares Held

108M

Call Options Held

10.1K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Mc Clarren Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History