New Edge Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

New Edge Advisors, LLC

$11.2 Billion
Q1 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 625,138 shares of DFSV stock, worth $17.9 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

625,138

Previous 550,465 13.57%

Holding current value

$17.9 Million

Previous $16 Million 17.39%

% of portfolio

0.17%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$24.29 - $26.46 $94,998 - $103,485	3,911 New	3,911 $96,000

Others Institutions Holding DFSV

# of Institutions

298

Shares Held

72.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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New Edge Advisors, LLC Dimensional ETF Tr Dimensional Transaction History