Vance Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History

Vance Wealth, Inc.

$261 Million
Q1 2025

A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vance Wealth, Inc. holds 74,219 shares of DFSV stock, worth $2.09 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

74,219

Previous 245,754 69.8%

Holding current value

$2.09 Million

Previous $7.56 Million 72.38%

% of portfolio

0.8%

Previous 2.94%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$27.56 - $32.1 $4.73 Million - $5.51 Million	-171,535 Reduced 69.8%	74,219 $2.09 Million
Q4 2024 Feb 13, 2025	SELL	$30.18 - $33.87 $94,855 - $106,453	-3,143 Reduced 1.26%	245,754 $7.56 Million
Q3 2024 Nov 08, 2024	SELL	$28.25 - $31.7 $33,674 - $37,786	-1,192 Reduced 0.48%	248,897 $7.67 Million
Q2 2024 Aug 02, 2024	SELL	$27.81 - $30.13 $5.26 Million - $5.7 Million	-189,267 Reduced 43.08%	250,089 $7.2 Million
Q1 2024 Apr 30, 2024	BUY	$27.45 - $30.1 $40,653 - $44,578	1,481 Added 0.34%	439,356 $13.2 Million
Q4 2023 Feb 05, 2024	SELL	$23.61 - $29.53 $250,218 - $312,958	-10,598 Reduced 2.36%	437,875 $12.8 Million
Q3 2023 Nov 03, 2023	BUY	$24.97 - $27.69 $1.27 Million - $1.41 Million	50,747 Added 12.76%	448,473 $11.4 Million
Q2 2023 Aug 02, 2023	BUY	$23.17 - $25.7 $777,144 - $862,003	33,541 Added 9.21%	397,726 $10.2 Million
Q1 2023 May 10, 2023	BUY	$23.74 - $28.31 $2.79 Million - $3.32 Million	117,317 Added 47.52%	364,185 $9.08 Million
Q4 2022 Jan 27, 2023	BUY	$22.47 - $26.46 $5.55 Million - $6.53 Million	246,868 New	246,868 $0

Others Institutions Holding DFSV

# of Institutions

438

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

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