Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$392 Million
Q3 2024

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 60,578 shares of DISV stock, worth $1.59 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

60,578

Previous 51,233 18.24%

Holding current value

$1.59 Million

Previous $1.38 Million 27.72%

% of portfolio

0.45%

Previous 0.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$26.06 - $29.18 $243,530 - $272,687	9,345 Added 18.24%	60,578 $1.76 Million
Q2 2024 Aug 02, 2024	BUY	$26.23 - $28.56 $7,055 - $7,682	269 Added 0.53%	51,233 $1.38 Million
Q1 2024 May 03, 2024	BUY	$24.73 - $27.24 $225,834 - $248,755	9,132 Added 21.83%	50,964 $1.39 Million
Q4 2023 Feb 02, 2024	BUY	$22.43 - $25.87 $291,522 - $336,232	12,997 Added 45.07%	41,832 $1.08 Million
Q3 2023 Nov 03, 2023	BUY	$23.27 - $25.13 $97,734 - $105,546	4,200 Added 17.05%	28,835 $685,000
Q2 2023 Aug 11, 2023	BUY	$23.01 - $24.6 $218,295 - $233,380	9,487 Added 62.63%	24,635 $582,000
Q1 2023 Apr 27, 2023	BUY	$22.4 - $24.75 $339,315 - $374,913	15,148 New	15,148 $360,000

Others Institutions Holding DISV

# of Institutions

274

Shares Held

60.7M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.

Account

Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History