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

Wealth Dimensions Group, Ltd.

$418 Million
Q1 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 437,060 shares of DFSV stock, worth $13 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares

437,060

Previous 384,625 13.63%

Holding current value

$13 Million

Previous $11.8 Million 3.93%

% of portfolio

2.94%

Previous 2.9%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

473

Shares Held

130M

Call Options Held

10.7K

Put Options Held

5.5K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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