New Edge Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

New Edge Advisors, LLC

  • $15 Billion
  • Q3 2024

A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, New Edge Advisors, LLC holds 966,045 shares of DFSV stock, worth $30.7 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
966,045
Previous 514,683 87.7%
Holding current value
$30.7 Million
Previous $14.8 Million 100.88%
% of portfolio
0.2%
Previous 0.11%

Shares

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

Nov 14, 2024
BUY
$28.25 - $31.7 $12.8 Million - $14.3 Million
451,362 Added 87.7%
966,045 $29.8 Million
Q2 2024

Aug 15, 2024
SELL
$27.81 - $30.13 $3.07 Million - $3.33 Million
-110,455 Reduced 17.67%
514,683 $14.8 Million
Q1 2024

May 14, 2024
BUY
$27.45 - $30.1 $2.05 Million - $2.25 Million
74,673 Added 13.57%
625,138 $18.8 Million
Q4 2023

Feb 13, 2024
BUY
$23.61 - $29.53 $7.24 Million - $9.05 Million
306,534 Added 125.66%
550,465 $16 Million
Q3 2023

Nov 14, 2023
BUY
$24.97 - $27.69 $1.45 Million - $1.61 Million
57,995 Added 31.19%
243,931 $6.18 Million
Q2 2023

Aug 14, 2023
BUY
$23.17 - $25.7 $882,614 - $978,990
38,093 Added 25.77%
185,936 $4.78 Million
Q1 2023

May 12, 2023
BUY
$23.74 - $28.31 $3.42 Million - $4.07 Million
143,932 Added 3680.18%
147,843 $3.69 Million
Q4 2022

Feb 14, 2023
BUY
$22.47 - $26.46 $87,880 - $103,485
3,911 New
3,911 $96,000

Others Institutions Holding DFSV

# of Institutions
368
Shares Held
100M
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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