Perigon Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Perigon Wealth Management, LLC

$3.97 Billion
Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 370,907 shares of DFSV stock, worth $11.2 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

370,907

Previous 316,062 17.35%

Holding current value

$11.2 Million

Previous $9.73 Million 17.28%

% of portfolio

0.29%

Previous 0.27%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$30.18 - $33.87 $1.66 Million - $1.86 Million	54,845 Added 17.35%	370,907 $11.4 Million
Q3 2024 Oct 16, 2024	BUY	$28.25 - $31.7 $1.21 Million - $1.36 Million	42,976 Added 15.74%	316,062 $9.73 Million
Q2 2024 Aug 02, 2024	BUY	$27.81 - $30.13 $744,779 - $806,911	26,781 Added 10.87%	273,086 $7.86 Million
Q1 2024 Apr 29, 2024	BUY	$27.45 - $30.1 $6.56 Million - $7.19 Million	238,991 Added 3267.58%	246,305 $7.41 Million
Q4 2023 Jan 29, 2024	BUY	$23.61 - $29.53 $172,683 - $215,982	7,314 New	7,314 $212,000

Others Institutions Holding DFSV

# of Institutions

413

Shares Held

109M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Perigon Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History