Steward Financial Group LLC Dimensional ETF Tr Dimensional Transaction History

Steward Financial Group LLC

  • $315 Million
  • Q3 2023

A detailed history of Steward Financial Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Steward Financial Group LLC holds 293,709 shares of DISV stock, worth $9.75 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares
293,709
Previous 288,330 1.87%
Holding current value
$9.75 Million
Previous $6.82 Million 2.42%
% of portfolio
2.21%
Previous 2.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 20, 2023
BUY
$23.27 - $25.13 $125,169 - $135,174
5,379 Added 1.87%
293,709 $6.98 Million
Q2 2023

Aug 04, 2023
BUY
$23.01 - $24.6 $472,027 - $504,644
20,514 Added 7.66%
288,330 $6.82 Million
Q1 2023

May 05, 2023
BUY
$22.4 - $24.75 $727,641 - $803,979
32,484 Added 13.8%
267,816 $6.38 Million
Q4 2022

Feb 13, 2023
BUY
$18.45 - $22.54 $2.27 Million - $2.78 Million
123,246 Added 109.96%
235,332 $5.23 Million
Q3 2022

Nov 07, 2022
BUY
$18.36 - $22.57 $1.12 Million - $1.38 Million
60,960 Added 119.23%
112,086 $2.08 Million
Q2 2022

Jul 22, 2022
BUY
$21.05 - $25.01 $1.08 Million - $1.28 Million
51,126 New
51,126 $1.08 Million

Others Institutions Holding DISV

# of Institutions
343
Shares Held
69.1M
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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