Retirement Solution Inc. Dimensional ETF Tr Dimensional Transaction History

Retirement Solution Inc.

$147 Million
Q4 2024

A detailed history of Retirement Solution Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Retirement Solution Inc. holds 151,209 shares of DISV stock, worth $4.26 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares

151,209

Previous 151,377 0.11%

Holding current value

$4.26 Million

Previous $4.4 Million 8.68%

% of portfolio

2.73%

Previous 2.57%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$26.18 - $28.77 $4,398 - $4,833	-168 Reduced 0.11%	151,209 $4.02 Million
Q3 2024 Nov 01, 2024	SELL	$26.06 - $29.18 $58,556 - $65,567	-2,247 Reduced 1.46%	151,377 $4.4 Million
Q2 2024 Jul 25, 2024	BUY	$26.23 - $28.56 $39,738 - $43,268	1,515 Added 1.0%	153,624 $4.13 Million
Q1 2024 May 07, 2024	BUY	$24.73 - $27.24 $3,709 - $4,085	150 Added 0.1%	152,109 $4.14 Million
Q4 2023 Feb 02, 2024	BUY	$22.43 - $25.87 $85,346 - $98,435	3,805 Added 2.57%	151,959 $3.92 Million
Q3 2023 Oct 13, 2023	BUY	$23.27 - $25.13 $144,576 - $156,132	6,213 Added 4.38%	148,154 $3.52 Million
Q2 2023 Aug 03, 2023	BUY	$23.01 - $24.6 $157,457 - $168,337	6,843 Added 5.07%	141,941 $3.36 Million
Q1 2023 Apr 13, 2023	BUY	$22.4 - $24.75 $3.03 Million - $3.34 Million	135,098 New	135,098 $3.22 Million

Others Institutions Holding DISV

# of Institutions

322

Shares Held

65.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
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Retirement Solution Inc. Dimensional ETF Tr Dimensional Transaction History