Steward Partners Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,989 shares of DFSV stock, worth $79,357. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,989
Previous 31,838 90.61%
Holding current value
$79,357
Previous $979,000 91.42%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 13, 2025
SELL
$27.56 - $32.1 $795,078 - $926,052
-28,849 Reduced 90.61%
2,989 $84,000
Q4 2024

Feb 06, 2025
SELL
$30.18 - $33.87 $633 - $711
-21 Reduced 0.07%
31,838 $979,000
Q3 2024

Nov 14, 2024
BUY
$28.25 - $31.7 $900,016 - $1.01 Million
31,859 New
31,859 $981,000

Others Institutions Holding DFSV

# of Institutions
435
Shares Held
119M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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