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 $17.7 Million. This represents 11.48% of its overall portfolio holdings.

Number of Shares

618,630

Previous 626,431 1.25%

Holding current value

$17.7 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

441

Shares Held

120M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Solution Inc., based on Form 13F filings with the SEC.

News

Stay updated on Retirement Solution Inc. with notifications on news.

Account

Retirement Solution Inc. Dimensional ETF Tr Dimensional Transaction History