Tobias Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History

Tobias Financial Advisors, Inc.

$486 Million
Q3 2024

A detailed history of Tobias Financial Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 278,369 shares of DFSV stock, worth $8.94 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares

278,369

Previous 249,488 11.58%

Holding current value

$8.94 Million

Previous $7.18 Million 19.4%

% of portfolio

1.77%

Previous 1.59%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$28.25 - $31.7 $815,888 - $915,527	28,881 Added 11.58%	278,369 $8.57 Million
Q2 2024 Aug 13, 2024	BUY	$27.81 - $30.13 $1.15 Million - $1.25 Million	41,412 Added 19.9%	249,488 $7.18 Million
Q1 2024 May 02, 2024	BUY	$27.45 - $30.1 $739,530 - $810,924	26,941 Added 14.87%	208,076 $6.26 Million
Q4 2023 Feb 14, 2024	BUY	$23.61 - $29.53 $697,321 - $872,168	29,535 Added 19.48%	181,135 $5.27 Million
Q3 2023 Nov 03, 2023	BUY	$24.97 - $27.69 $3.79 Million - $4.2 Million	151,600 New	151,600 $3.84 Million

Others Institutions Holding DFSV

# of Institutions

358

Shares Held

99.6M

Call Options Held

10.1K

Put Options Held

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 Tobias Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tobias Financial Advisors, Inc. with notifications on news.

Account

Tobias Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History