Redmont Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Redmont Wealth Advisors LLC

  • $67.2 Million
  • Q3 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 13,215 shares of DFSV stock, worth $414,951. This represents 0.63% of its overall portfolio holdings.

Number of Shares
13,215
Previous 10,605 24.61%
Holding current value
$414,951
Previous $298,000 40.94%
% of portfolio
0.63%
Previous 0.59%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$29.2 - $32.74 $76,212 - $85,451
2,610 Added 24.61%
13,215 $420,000
Q2 2025

Nov 17, 2025
SELL
$24.21 - $29.47 $51,010 - $62,093
-2,107 Reduced 15.94%
11,108 $326,000
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
496
Shares Held
140M
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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