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

Schwarz Dygos Wheeler Investment Advisors LLC

  • $399 Million
  • Q4 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 60,585 shares of DISV stock, worth $1.79 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
60,585
Previous 60,578 0.01%
Holding current value
$1.79 Million
Previous $1.76 Million 8.58%
% of portfolio
0.4%
Previous 0.45%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$26.18 - $28.77 $183 - $201
7 Added 0.01%
60,585 $1.61 Million
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
325
Shares Held
66.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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