Rialto Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Rialto Wealth Management, LLC

  • $342 Million
  • Q2 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 7,498 shares of DFSV stock, worth $237,761. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,498
Previous 7,729 2.99%
Holding current value
$237,761
Previous $217,000 1.38%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Aug 06, 2025
SELL
$24.21 - $29.47 $5,592 - $6,807
-231 Reduced 2.99%
7,498 $220,000
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
482
Shares Held
131M
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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