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 $9.83 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

316,062

Previous 273,086 15.74%

Holding current value

$9.83 Million

Previous $7.86 Million 23.86%

% of portfolio

0.27%

Previous 0.23%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

340

Shares Held

95.2M

Call Options Held

10.1K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

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.

Account

Perigon Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History