Wealth Preservation Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Wealth Preservation Advisors, LLC

  • $172 Billion
  • Q3 2025

A detailed history of Wealth Preservation Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 38,989 shares of DFSV stock, worth $1.22 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
38,989
Previous 43,788 10.96%
Holding current value
$1.22 Million
Previous $1.29 Billion 3.67%
% of portfolio
0.72%
Previous 0.79%

Shares

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

Nov 14, 2025
SELL
$29.2 - $32.74 $140,130 - $157,119
-4,799 Reduced 10.96%
38,989 $1.24 Billion
Q2 2025

Aug 14, 2025
SELL
$24.21 - $29.47 $92,724 - $112,870
-3,830 Reduced 8.04%
43,788 $1.29 Billion
Q1 2025

May 14, 2025
BUY
$27.56 - $32.1 $1.31 Million - $1.53 Million
47,618 New
47,618 $1.34 Billion

Others Institutions Holding DFSV

# of Institutions
493
Shares Held
136M
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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