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 $1.63 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
60,578
Previous 51,233 18.24%
Holding current value
$1.63 Million
Previous $1.38 Million 27.72%
% of portfolio
0.45%
Previous 0.37%

Shares

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

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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