True Wealth Design, LLC Dimensional ETF Tr Dimensional Transaction History

True Wealth Design, LLC

$263 Billion
Q1 2025

A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, True Wealth Design, LLC holds 67,118 shares of DFSV stock, worth $1.9 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

67,118

Previous 66,188 1.41%

Holding current value

$1.9 Million

Previous $2.04 Billion 7.26%

% of portfolio

0.72%

Previous 0.79%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$27.56 - $32.1 $25,630 - $29,853	930 Added 1.41%	67,118 $1.89 Billion
Q4 2024 Feb 14, 2025	SELL	$30.18 - $33.87 $387,360 - $434,721	-12,835 Reduced 16.24%	66,188 $2.04 Billion
Q3 2024 Nov 14, 2024	SELL	$28.25 - $31.7 $298,320 - $334,752	-10,560 Reduced 11.79%	79,023 $2.43 Billion
Q2 2024 Aug 14, 2024	SELL	$27.81 - $30.13 $849,233 - $920,079	-30,537 Reduced 25.42%	89,583 $2.58 Billion
Q1 2024 May 14, 2024	SELL	$27.45 - $30.1 $77,491 - $84,972	-2,823 Reduced 2.3%	120,120 $3.62 Billion
Q4 2023 Feb 14, 2024	BUY	$23.61 - $29.53 $136,017 - $170,122	5,761 Added 4.92%	122,943 $3.58 Billion
Q3 2023 Nov 13, 2023	BUY	$24.97 - $27.69 $140,680 - $156,005	5,634 Added 5.05%	117,182 $2.97 Billion
Q2 2023 Aug 14, 2023	BUY	$23.17 - $25.7 $23,123 - $25,648	998 Added 0.9%	111,548 $2.87 Billion
Q1 2023 May 12, 2023	SELL	$23.74 - $28.31 $15,834 - $18,882	-667 Reduced 0.6%	110,550 $2.76 Billion
Q4 2022 Feb 15, 2023	BUY	$22.47 - $26.46 $2.5 Million - $2.94 Million	111,217 New	111,217 $2.75 Billion

Others Institutions Holding DFSV

# of Institutions

437

Shares Held

120M

Call Options Held

10.7K

Put Options Held

5.5K

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 True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Account

True Wealth Design, LLC Dimensional ETF Tr Dimensional Transaction History