Redmont Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Redmont Wealth Advisors LLC

  • $50.2 Million
  • Q1 2025

A detailed history of Redmont Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Redmont Wealth Advisors LLC holds 10,605 shares of DFSV stock, worth $300,015. This represents 0.59% of its overall portfolio holdings.

Number of Shares
10,605
Previous 18,827 43.67%
Holding current value
$300,015
Previous $579,000 48.53%
% of portfolio
0.59%
Previous 1.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$27.56 - $32.1 $226,598 - $263,926
-8,222 Reduced 43.67%
10,605 $298,000
Q4 2024

Jan 17, 2025
SELL
$30.18 - $33.87 $8,601 - $9,652
-285 Reduced 1.49%
18,827 $579,000
Q3 2024

Oct 16, 2024
BUY
$28.25 - $31.7 $196,733 - $220,758
6,964 Added 57.33%
19,112 $588,000
Q2 2024

Jul 10, 2024
BUY
$27.81 - $30.13 $337,835 - $366,019
12,148 New
12,148 $349,000

Others Institutions Holding DFSV

# of Institutions
437
Shares Held
120M
Call Options Held
10.7K
Put Options Held
5.5K
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 Redmont Wealth Advisors LLC Portfolio

Follow Redmont Wealth Advisors 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 Redmont Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Redmont Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email