Retirement Solution Inc. Dimensional ETF Tr Dimensional Transaction History

Retirement Solution Inc.

  • $153 Million
  • Q2 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 630,891 shares of DFSV stock, worth $19.8 Million. This represents 12.12% of its overall portfolio holdings.

Number of Shares
630,891
Previous 618,630 1.98%
Holding current value
$19.8 Million
Previous $17.4 Million 6.62%
% of portfolio
12.12%
Previous 11.48%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$24.21 - $29.47 $296,838 - $361,331
12,261 Added 1.98%
630,891 $18.6 Million
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
475
Shares Held
127M
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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