Retirement Solution Inc. Dimensional ETF Tr Dimensional Transaction History

Retirement Solution Inc.

$152 Million
Q1 2025

A detailed history of Retirement Solution Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Retirement Solution Inc. holds 618,630 shares of DFSV stock, worth $18.5 Million. This represents 11.48% of its overall portfolio holdings.

Number of Shares

618,630

Previous 626,431 1.25%

Holding current value

$18.5 Million

Previous $19.3 Million 9.68%

% of portfolio

11.48%

Previous 13.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$27.56 - $32.1 $214,995 - $250,412	-7,801 Reduced 1.25%	618,630 $17.4 Million
Q4 2024 Feb 07, 2025	SELL	$30.18 - $33.87 $181,532 - $203,728	-6,015 Reduced 0.95%	626,431 $19.3 Million
Q3 2024 Nov 01, 2024	SELL	$28.25 - $31.7 $238,712 - $267,865	-8,450 Reduced 1.32%	632,446 $19.5 Million
Q2 2024 Jul 25, 2024	BUY	$27.81 - $30.13 $157,766 - $170,927	5,673 Added 0.89%	640,896 $18.4 Million
Q1 2024 May 07, 2024	BUY	$27.45 - $30.1 $29,124 - $31,936	1,061 Added 0.17%	635,223 $19.1 Million
Q4 2023 Feb 02, 2024	BUY	$23.61 - $29.53 $402,951 - $503,988	17,067 Added 2.77%	634,162 $18.5 Million
Q3 2023 Oct 13, 2023	BUY	$24.97 - $27.69 $664,626 - $737,024	26,617 Added 4.51%	617,095 $15.6 Million
Q2 2023 Aug 03, 2023	BUY	$23.17 - $25.7 $672,486 - $745,916	29,024 Added 5.17%	590,478 $15.2 Million
Q1 2023 Apr 13, 2023	BUY	$23.74 - $28.31 $13.3 Million - $15.9 Million	561,454 New	561,454 $14 Million

Others Institutions Holding DFSV

# of Institutions

472

Shares Held

127M

Call Options Held

10.7K

Put Options Held

5.5K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Retirement Solution Inc. Dimensional ETF Tr Dimensional Transaction History