New England Private Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History

New England Private Wealth Advisors LLC

  • $646 Million
  • Q2 2025

A detailed history of New England Private Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 60,504 shares of DISV stock, worth $2.08 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
60,504
Previous 59,480 1.72%
Holding current value
$2.08 Million
Previous $1.73 Million 14.95%
% of portfolio
0.31%
Previous 0.28%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$25.93 - $32.91 $26,552 - $33,699
1,024 Added 1.72%
60,504 $1.99 Million
Q1 2025

May 08, 2025
BUY
$26.09 - $30.21 $1,669 - $1,933
64 Added 0.11%
59,480 $1.73 Million
Q4 2024

Feb 07, 2025
BUY
$26.18 - $28.77 $9,320 - $10,242
356 Added 0.6%
59,416 $1.58 Million
Q3 2024

Nov 07, 2024
BUY
$26.06 - $29.18 $52,484 - $58,768
2,014 Added 3.53%
59,060 $1.72 Million
Q2 2024

Aug 07, 2024
BUY
$26.23 - $28.56 $23,580 - $25,675
899 Added 1.6%
57,046 $1.54 Million
Q1 2024

May 08, 2024
SELL
$24.73 - $27.24 $157,258 - $173,219
-6,359 Reduced 10.17%
56,147 $1.53 Million
Q4 2023

Feb 02, 2024
BUY
$22.43 - $25.87 $9,353 - $10,787
417 Added 0.67%
62,506 $1.61 Million
Q3 2023

Nov 07, 2023
BUY
$23.27 - $25.13 $56,825 - $61,367
2,442 Added 4.09%
62,089 $1.48 Million
Q2 2023

Aug 11, 2023
BUY
$23.01 - $24.6 $81,432 - $87,059
3,539 Added 6.31%
59,647 $1.41 Million
Q1 2023

May 04, 2023
BUY
$22.4 - $24.75 $1.26 Million - $1.39 Million
56,108 New
56,108 $1.34 Million

Others Institutions Holding DISV

# of Institutions
358
Shares Held
77.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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