True Wealth Design, LLC Dimensional ETF Tr Dimensional Transaction History

True Wealth Design, LLC

$258 Billion
Q4 2024

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 66,188 shares of DFSV stock, worth $1.85 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

66,188

Previous 79,023 16.24%

Holding current value

$1.85 Million

Previous $2.43 Billion 16.3%

% of portfolio

0.79%

Previous 0.95%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

416

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

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True Wealth Design, LLC Dimensional ETF Tr Dimensional Transaction History