Sageworth Trust CO Dimensional ETF Tr Dimensional Transaction History

Sageworth Trust CO

$1.78 Billion
Q2 2025

A detailed history of Sageworth Trust CO transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sageworth Trust CO holds 21,138 shares of DFSV stock, worth $683,814. This represents 0.03% of its overall portfolio holdings.

Number of Shares

21,138

Holding current value

$683,814

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 21, 2025	BUY	$24.21 - $29.47 $511,750 - $622,936	21,138 New	21,138 $622,000

Others Institutions Holding DFSV

# of Institutions

477

Shares Held

129M

Call Options Held

Put Options Held

Savant Capital, LLC

11.8M
Shares

$381 Million
2.26% of portfolio
Mather Group, Llc. Chicago, IL

6.46M
Shares

$209 Million
2.05% of portfolio
Ci Private Wealth, LLC Miami, FL

5.8M
Shares

$188 Million
0.25% of portfolio
Jmg Financial Group, Ltd.

5.43M
Shares

$176 Million
5.05% of portfolio
Ritholtz Wealth Management

3.21M
Shares

$104 Million
2.12% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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