Pettinga Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Pettinga Financial Advisors, LLC

$413 Million
Q1 2025

A detailed history of Pettinga Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Pettinga Financial Advisors, LLC holds 120,047 shares of DFSV stock, worth $3.19 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

120,047

Previous 125,367 4.24%

Holding current value

$3.19 Million

Previous $3.86 Million 12.42%

% of portfolio

0.82%

Previous 0.89%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$27.56 - $32.1 $146,619 - $170,772	-5,320 Reduced 4.24%	120,047 $3.38 Million
Q4 2024 Feb 18, 2025	BUY	$30.18 - $33.87 $1.6 Million - $1.8 Million	53,106 Added 73.49%	125,367 $3.86 Million
Q3 2024 Oct 23, 2024	BUY	$28.25 - $31.7 $54,127 - $60,737	1,916 Added 2.72%	72,261 $2.23 Million
Q2 2024 Jul 25, 2024	BUY	$27.81 - $30.13 $466,262 - $505,159	16,766 Added 31.29%	70,345 $2.02 Million
Q1 2024 Apr 17, 2024	BUY	$27.45 - $30.1 $138,348 - $151,704	5,040 Added 10.38%	53,579 $1.61 Million
Q4 2023 Jan 18, 2024	BUY	$23.61 - $29.53 $264,455 - $330,765	11,201 Added 30.0%	48,539 $1.41 Million
Q3 2023 Oct 23, 2023	BUY	$24.97 - $27.69 $121,129 - $134,324	4,851 Added 14.93%	37,338 $946,000
Q2 2023 Jul 17, 2023	BUY	$23.17 - $25.7 $48,657 - $53,970	2,100 Added 6.91%	32,487 $834,000
Q1 2023 Apr 20, 2023	SELL	$23.74 - $28.31 $1.01 Million - $1.2 Million	-42,443 Reduced 58.28%	30,387 $757,000
Q4 2022 Jan 12, 2023	BUY	$22.47 - $26.46 $1.64 Million - $1.93 Million	72,830 New	72,830 $0

Others Institutions Holding DFSV

# of Institutions

422

Shares Held

113M

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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Pettinga Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History