One Ascent Financial Services LLC Dimensional ETF Tr Dimensional Transaction History

One Ascent Financial Services LLC

  • $1.53 Billion
  • Q1 2025

A detailed history of One Ascent Financial Services LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, One Ascent Financial Services LLC holds 53,962 shares of DISV stock, worth $1.63 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
53,962
Previous 57,865 6.75%
Holding current value
$1.63 Million
Previous $1.54 Million 2.21%
% of portfolio
0.1%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$26.09 - $30.21 $101,829 - $117,909
-3,903 Reduced 6.75%
53,962 $1.57 Million
Q4 2024

Feb 12, 2025
BUY
$26.18 - $28.77 $1.51 Million - $1.66 Million
57,865 New
57,865 $1.54 Million
Q2 2024

Jul 17, 2024
BUY
$26.23 - $28.56 $1.41 Million - $1.54 Million
53,847 New
53,847 $1.45 Million

Others Institutions Holding DISV

# of Institutions
341
Shares Held
68.6M
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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