Perigon Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 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 316,062 shares of DFSV stock, worth $10.4 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
316,062
Previous 273,086 15.74%
Holding current value
$10.4 Million
Previous $7.86 Million 23.86%
% of portfolio
0.27%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
339
Shares Held
95.1M
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
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, 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 Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email