Shakespeare Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History

Shakespeare Wealth Management, Inc.

  • $371 Million
  • Q1 2025

A detailed history of Shakespeare Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 442,519 shares of DISV stock, worth $14.6 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares
442,519
Previous 447,528 1.12%
Holding current value
$14.6 Million
Previous $11.9 Million 8.38%
% of portfolio
3.47%
Previous 3.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$26.09 - $30.21 $130,684 - $151,321
-5,009 Reduced 1.12%
442,519 $12.9 Million
Q4 2024

Feb 13, 2025
BUY
$26.18 - $28.77 $438,593 - $481,983
16,753 Added 3.89%
447,528 $11.9 Million
Q3 2024

Nov 14, 2024
BUY
$26.06 - $29.18 $11.2 Million - $12.6 Million
430,775 New
430,775 $12.5 Million

Others Institutions Holding DISV

# of Institutions
355
Shares Held
75.9M
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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