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 352,041 shares of DFSV stock, worth $10.8 Million. This represents 2.75% of its overall portfolio holdings.

Number of Shares
352,041
Previous 291,018 20.97%
Holding current value
$10.8 Million
Previous $8.38 Million 29.46%
% of portfolio
2.75%
Previous 2.39%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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