Ritholtz Wealth Management Dimensional ETF Tr Dimensional Transaction History

Ritholtz Wealth Management

$3 Billion
Q2 2024

A detailed history of Ritholtz Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ritholtz Wealth Management holds 1,959,343 shares of DFSV stock, worth $60.2 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares

1,959,343

Previous 1,935,074 1.25%

Holding current value

$60.2 Million

Previous $58.2 Million 3.19%

% of portfolio

1.88%

Previous 2.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$27.81 - $30.13 $674,920 - $731,224	24,269 Added 1.25%	1,959,343 $56.4 Million
Q1 2024 Apr 24, 2024	BUY	$27.45 - $30.1 $1.46 Million - $1.6 Million	53,204 Added 2.83%	1,935,074 $58.2 Million
Q4 2023 Jan 18, 2024	BUY	$23.61 - $29.53 $1.39 Million - $1.74 Million	59,074 Added 3.24%	1,881,870 $54.8 Million
Q3 2023 Oct 13, 2023	BUY	$24.97 - $27.69 $2.58 Million - $2.86 Million	103,404 Added 6.01%	1,822,796 $46.2 Million
Q2 2023 Jul 14, 2023	BUY	$23.17 - $25.7 $3.33 Million - $3.69 Million	143,621 Added 9.11%	1,719,392 $44.2 Million
Q1 2023 Apr 19, 2023	BUY	$23.74 - $28.31 $780,856 - $931,172	32,892 Added 2.13%	1,575,771 $39.3 Million
Q4 2022 Jan 18, 2023	BUY	$22.47 - $26.46 $34.7 Million - $40.8 Million	1,542,879 New	1,542,879 $0

Others Institutions Holding DFSV

# of Institutions

317

Shares Held

81.1M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Ritholtz Wealth Management Dimensional ETF Tr Dimensional Transaction History