Waterway Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Waterway Wealth Management, LLC

  • $233 Billion
  • Q3 2024

A detailed history of Waterway Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 459,362 shares of DFSV stock, worth $14.8 Million. This represents 6.08% of its overall portfolio holdings.

Number of Shares
459,362
Previous 449,671 2.16%
Holding current value
$14.8 Million
Previous $12.9 Billion 9.33%
% of portfolio
6.08%
Previous 6.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$28.25 - $31.7 $273,770 - $307,204
9,691 Added 2.16%
459,362 $14.1 Billion
Q2 2024

Jul 25, 2024
SELL
$27.81 - $30.13 $602,865 - $653,158
-21,678 Reduced 4.6%
449,671 $12.9 Billion
Q1 2024

Apr 18, 2024
BUY
$27.45 - $30.1 $23,689 - $25,976
863 Added 0.18%
471,349 $14.2 Billion
Q4 2023

Jan 17, 2024
BUY
$23.61 - $29.53 $11.1 Million - $13.9 Million
470,486 New
470,486 $13.7 Billion

Others Institutions Holding DFSV

# of Institutions
339
Shares Held
95.1M
Call Options Held
10.1K
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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