Wcg Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Wcg Wealth Advisors LLC

$1.18 Billion
Q1 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 12,016 shares of DFSV stock, worth $343,897. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,016

Holding current value

$343,897

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

298

Shares Held

72.6M

Call Options Held

Put Options Held

Alaska Permanent Fund Corp Juneau, AK

8.21M
Shares

$235 Million
3.65% of portfolio
Jmg Financial Group, Ltd.

4.66M
Shares

$133 Million
5.49% of portfolio
Savant Capital, LLC

2.83M
Shares

$80.9 Million
0.98% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

2.67M
Shares

$76.3 Million
0.95% of portfolio
Ci Private Wealth, LLC Miami, FL

2.21M
Shares

$63.2 Million
0.1% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Wcg Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History