Triangle Securities Wealth Management Dimensional ETF Tr Dimensional Transaction History

Triangle Securities Wealth Management

  • $412 Million
  • Q3 2025

A detailed history of Triangle Securities Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Triangle Securities Wealth Management holds 8,459 shares of DFSV stock, worth $268,234. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,459
Previous 7,760 9.01%
Holding current value
$268,234
Previous $228,000 17.98%
% of portfolio
0.07%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$29.2 - $32.74 $20,410 - $22,885
699 Added 9.01%
8,459 $269,000
Q2 2025

Jul 10, 2025
BUY
$24.21 - $29.47 $187,869 - $228,687
7,760 New
7,760 $228,000

Others Institutions Holding DFSV

# of Institutions
481
Shares Held
131M
Call Options Held
0
Put Options Held
0
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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