Rialto Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Rialto Wealth Management, LLC

  • $307 Million
  • Q1 2025

A detailed history of Rialto Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 7,729 shares of DFSV stock, worth $238,516. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,729
Previous 9,142 15.46%
Holding current value
$238,516
Previous $281 Million 99.92%
% of portfolio
0.07%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$27.56 - $32.1 $38,942 - $45,357
-1,413 Reduced 15.46%
7,729 $217,000
Q4 2024

Feb 07, 2025
BUY
$30.18 - $33.87 $275,905 - $309,639
9,142 New
9,142 $281 Million

Others Institutions Holding DFSV

# of Institutions
447
Shares Held
121M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Rialto Wealth Management, LLC Portfolio

Follow Rialto Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rialto Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rialto Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email