Vance Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History

Vance Wealth, Inc.

$312 Million
Q3 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 75,710 shares of DFSV stock, worth $2.38 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

75,710

Previous 70,250 7.77%

Holding current value

$2.38 Million

Previous $2.07 Million 16.59%

% of portfolio

0.77%

Previous 0.72%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$29.2 - $32.74 $159,432 - $178,760	5,460 Added 7.77%	75,710 $2.41 Million
Q2 2025 Aug 13, 2025	SELL	$24.21 - $29.47 $96,089 - $116,966	-3,969 Reduced 5.35%	70,250 $2.07 Million
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

496

Shares Held

140M

Call Options Held

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 Vance Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vance Wealth, Inc. with notifications on news.

Account