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

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 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

339

Shares Held

95.1M

Call Options Held

10.1K

Put Options Held

Alaska Permanent Fund Corp Juneau, AK

8.21M
Shares

$264 Million
3.73% of portfolio
Savant Capital, LLC

6.57M
Shares

$211 Million
1.72% of portfolio
Jmg Financial Group, Ltd.

5.2M
Shares

$167 Million
5.67% of portfolio
Ci Private Wealth, LLC Miami, FL

3.43M
Shares

$110 Million
0.15% of portfolio
Mather Group, Llc. Chicago, IL

2.97M
Shares

$95.5 Million
1.18% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

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