Mission Wealth Management, LP Dimensional ETF Tr Dimensional Transaction History

Mission Wealth Management, LP

  • $4.1 Billion
  • Q3 2024

A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mission Wealth Management, LP holds 13,598 shares of DFSV stock, worth $432,008. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,598
Previous 15,230 10.72%
Holding current value
$432,008
Previous $438,000 4.57%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 31, 2024
SELL
$28.25 - $31.7 $46,104 - $51,734
-1,632 Reduced 10.72%
13,598 $418,000
Q2 2024

Aug 02, 2024
SELL
$27.81 - $30.13 $7,898 - $8,556
-284 Reduced 1.83%
15,230 $438,000
Q4 2023

Feb 05, 2024
BUY
$23.61 - $29.53 $61,622 - $77,073
2,610 Added 20.23%
15,514 $451,000
Q3 2023

Oct 23, 2023
BUY
$24.97 - $27.69 $17,229 - $19,106
690 Added 5.65%
12,904 $326,000
Q2 2023

Aug 04, 2023
BUY
$23.17 - $25.7 $45,668 - $50,654
1,971 Added 19.24%
12,214 $313,000
Q1 2023

Apr 07, 2023
BUY
$23.74 - $28.31 $243,168 - $289,979
10,243 New
10,243 $255,000

Others Institutions Holding DFSV

# of Institutions
340
Shares Held
95.2M
Call Options Held
10.1K
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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