Tci Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History

Tci Wealth Advisors, Inc.

$1.13 Billion
Q4 2024

A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 16,756 shares of DFSV stock, worth $503,350. This represents 0.05% of its overall portfolio holdings.

Number of Shares

16,756

Previous 13,368 25.34%

Holding current value

$503,350

Previous $411,000 25.3%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$30.18 - $33.87 $102,249 - $114,751	3,388 Added 25.34%	16,756 $515,000
Q3 2024 Oct 24, 2024	SELL	$28.25 - $31.7 $33,702 - $37,818	-1,193 Reduced 8.19%	13,368 $411,000
Q2 2024 Jul 30, 2024	SELL	$27.81 - $30.13 $21,497 - $23,290	-773 Reduced 5.04%	14,561 $419,000
Q1 2024 May 07, 2024	SELL	$27.45 - $30.1 $3,541 - $3,882	-129 Reduced 0.83%	15,334 $461,000
Q4 2023 Feb 06, 2024	BUY	$23.61 - $29.53 $3,848 - $4,813	163 Added 1.07%	15,463 $450,000
Q3 2023 Oct 31, 2023	SELL	$24.97 - $27.69 $4,045 - $4,485	-162 Reduced 1.05%	15,300 $387,000
Q1 2023 May 03, 2023	BUY	$23.74 - $28.31 $15,905 - $18,967	670 Added 4.53%	15,462 $385,000
Q4 2022 Feb 06, 2023	BUY	$22.47 - $26.46 $332,376 - $391,396	14,792 New	14,792 $366,000

Others Institutions Holding DFSV

# of Institutions

414

Shares Held

109M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.

Account

Tci Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History