Wcg Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 10,626 shares of DFSV stock, worth $322,392. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,626
Previous 11,053 3.86%
Holding current value
$322,392
Previous $340,000 3.82%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 18, 2025
SELL
$30.18 - $33.87 $12,886 - $14,462
-427 Reduced 3.86%
10,626 $327,000
Q3 2024

Nov 13, 2024
BUY
$28.25 - $31.7 $226 - $253
8 Added 0.07%
11,053 $340,000
Q2 2024

Aug 12, 2024
SELL
$27.81 - $30.13 $27,003 - $29,256
-971 Reduced 8.08%
11,045 $318,000
Q1 2024

May 13, 2024
BUY
$27.45 - $30.1 $329,839 - $361,681
12,016 New
12,016 $361,000

Others Institutions Holding DFSV

# of Institutions
412
Shares Held
109M
Call Options Held
600
Put Options Held
8.2K
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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