Safeguard Investment Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History

Safeguard Investment Advisory Group, LLC

  • $350 Million
  • Q3 2024

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 720,819 shares of DFSV stock, worth $22.9 Million. This represents 6.34% of its overall portfolio holdings.

Number of Shares
720,819
Previous 663,779 8.59%
Holding current value
$22.9 Million
Previous $19.1 Million 16.22%
% of portfolio
6.34%
Previous 5.94%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$28.25 - $31.7 $1.61 Million - $1.81 Million
57,040 Added 8.59%
720,819 $22.2 Million
Q2 2024

Aug 09, 2024
BUY
$27.81 - $30.13 $2.17 Million - $2.35 Million
77,895 Added 13.3%
663,779 $19.1 Million
Q1 2024

May 13, 2024
BUY
$27.45 - $30.1 $1.83 Million - $2.01 Million
66,783 Added 12.87%
585,884 $17.6 Million
Q4 2023

Jan 26, 2024
BUY
$23.61 - $29.53 $1.12 Million - $1.41 Million
47,629 Added 10.1%
519,101 $15.1 Million
Q3 2023

Nov 14, 2023
BUY
$24.97 - $27.69 $1.24 Million - $1.38 Million
49,668 Added 11.78%
471,472 $11.9 Million
Q2 2023

Aug 01, 2023
BUY
$23.17 - $25.7 $2.03 Million - $2.25 Million
87,729 Added 26.26%
421,804 $10.8 Million
Q1 2023

May 04, 2023
BUY
$23.74 - $28.31 $7.93 Million - $9.46 Million
334,075 New
334,075 $8.33 Million

Others Institutions Holding DFSV

# of Institutions
356
Shares Held
99.2M
Call Options Held
10.1K
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
Track This Portfolio

Track Safeguard Investment Advisory Group, LLC Portfolio

Follow Safeguard Investment Advisory Group, 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 Safeguard Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safeguard Investment Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email