Wealth Dimensions Group, Ltd. Dimensional ETF Tr Dimensional Transaction History

Wealth Dimensions Group, Ltd.

  • $484 Million
  • Q3 2025

A detailed history of Wealth Dimensions Group, Ltd. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 500,653 shares of DFSV stock, worth $15.6 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares
500,653
Previous 456,519 9.67%
Holding current value
$15.6 Million
Previous $13.4 Million 18.65%
% of portfolio
3.29%
Previous 2.97%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$29.2 - $32.74 $1.29 Million - $1.44 Million
44,134 Added 9.67%
500,653 $15.9 Million
Q2 2025

Aug 12, 2025
BUY
$24.21 - $29.47 $471,102 - $573,456
19,459 Added 4.45%
456,519 $13.4 Million
Q1 2025

May 05, 2025
BUY
$27.56 - $32.1 $1.45 Million - $1.68 Million
52,435 Added 13.63%
437,060 $12.3 Million
Q4 2024

Feb 13, 2025
BUY
$30.18 - $33.87 $983,385 - $1.1 Million
32,584 Added 9.26%
384,625 $11.8 Million
Q3 2024

Nov 12, 2024
BUY
$28.25 - $31.7 $1.72 Million - $1.93 Million
61,023 Added 20.97%
352,041 $10.8 Million
Q2 2024

Aug 09, 2024
BUY
$27.81 - $30.13 $1.1 Million - $1.19 Million
39,578 Added 15.74%
291,018 $8.38 Million
Q1 2024

May 09, 2024
BUY
$27.45 - $30.1 $824,350 - $903,933
30,031 Added 13.56%
251,440 $7.57 Million
Q4 2023

Feb 09, 2024
BUY
$23.61 - $29.53 $973,062 - $1.22 Million
41,214 Added 22.87%
221,409 $6.45 Million
Q3 2023

Nov 14, 2023
BUY
$24.97 - $27.69 $1.13 Million - $1.25 Million
45,122 Added 33.41%
180,195 $4.57 Million
Q2 2023

Aug 14, 2023
BUY
$23.17 - $25.7 $855,251 - $948,638
36,912 Added 37.6%
135,073 $3.47 Million
Q1 2023

May 09, 2023
BUY
$23.74 - $28.31 $710,941 - $847,799
29,947 Added 43.9%
98,161 $2.45 Million
Q4 2022

Feb 10, 2023
BUY
$22.47 - $26.46 $1.53 Million - $1.8 Million
68,214 New
68,214 $1.69 Million

Others Institutions Holding DFSV

# of Institutions
483
Shares Held
134M
Call Options Held
0
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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