Nelson, Van Denburg & Campbell Wealth Management Group, LLC Dimensional ETF Tr Dimensional Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.1 Billion
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 17, 2023	SELL	$24.97 - $27.69 $8,315 - $9,220	-333 Reduced 20.42%	1,298 $32,000
Q2 2023 Jul 19, 2023	BUY	$23.17 - $25.7 $324 - $359	14 Added 0.87%	1,631 $41,000
Q1 2023 May 10, 2023	BUY	$23.74 - $28.31 $38,387 - $45,777	1,617 New	1,617 $40,000

Others Institutions Holding DFSV

# of Institutions

298

Shares Held

72.6M

Call Options Held

Put Options Held

Alaska Permanent Fund Corp Juneau, AK

8.21M
Shares

$235 Million
3.65% of portfolio
Jmg Financial Group, Ltd.

4.66M
Shares

$133 Million
5.49% of portfolio
Savant Capital, LLC

2.83M
Shares

$80.9 Million
0.98% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

2.67M
Shares

$76.3 Million
0.95% of portfolio
Ci Private Wealth, LLC Miami, FL

2.21M
Shares

$63.2 Million
0.1% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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