Perigon Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Perigon Wealth Management, LLC

  • $3.27 Billion
  • Q1 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 246,305 shares of DFSV stock, worth $7.05 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
246,305
Previous 7,314 3267.58%
Holding current value
$7.05 Million
Previous $212,000 3396.7%
% of portfolio
0.23%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
297
Shares Held
72.6M
Call Options Held
0
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
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