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 220,760 shares of DISV stock, worth $6.29 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
220,760
Previous 183,615 20.23%
Holding current value
$6.29 Million
Previous $4.74 Million 26.76%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$24.73 - $27.24 $918,595 - $1.01 Million
37,145 Added 20.23%
220,760 $6 Million
Q4 2023

Feb 13, 2024
BUY
$22.43 - $25.87 $2.78 Million - $3.21 Million
123,909 Added 207.53%
183,615 $4.74 Million
Q3 2023

Nov 14, 2023
BUY
$23.27 - $25.13 $522,551 - $564,319
22,456 Added 60.28%
59,706 $1.42 Million
Q2 2023

Aug 14, 2023
BUY
$23.01 - $24.6 $122,735 - $131,216
5,334 Added 16.71%
37,250 $880,000
Q1 2023

May 12, 2023
BUY
$22.4 - $24.75 $186,771 - $206,365
8,338 Added 35.36%
31,916 $759,000
Q4 2022

Feb 14, 2023
BUY
$20.21 - $22.54 $476,511 - $531,448
23,578 New
23,578 $523,000

Others Institutions Holding DISV

# of Institutions
243
Shares Held
53.1M
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
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email