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 $282,226. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,626
Previous 11,053 3.86%
Holding current value
$282,226
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
419
Shares Held
112M
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
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email