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

Safeguard Investment Advisory Group, LLC

$295 Million
Q1 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 585,884 shares of DFSV stock, worth $16.6 Million. This represents 5.99% of its overall portfolio holdings.

Number of Shares

585,884

Previous 519,101 12.87%

Holding current value

$16.6 Million

Previous $15.1 Million 16.66%

% of portfolio

5.99%

Previous 5.69%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

298

Shares Held

72.6M

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