Rockbridge Investment Management, Lcc Dimensional ETF Tr Dimensional Transaction History

Rockbridge Investment Management, Lcc

  • $682 Billion
  • Q1 2024

A detailed history of Rockbridge Investment Management, Lcc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 6,747 shares of DFSV stock, worth $191,614. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,747
Previous 7,302 7.6%
Holding current value
$191,614
Previous $213 Million 4.49%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$27.45 - $30.1 $15,234 - $16,705
-555 Reduced 7.6%
6,747 $203 Million
Q4 2023

Feb 14, 2024
BUY
$23.61 - $29.53 $172,400 - $215,628
7,302 New
7,302 $213 Million
Q3 2022

May 28, 2024
SELL
$22.08 - $26.17 $152,396 - $180,625
-6,902 Closed
0 $0
Q2 2022

May 28, 2024
BUY
$22.18 - $26.16 $3,437 - $4,054
155 Added 2.3%
6,902 $155,000

Others Institutions Holding DFSV

# of Institutions
298
Shares Held
72.6M
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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