Wealth Shield Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Wealth Shield Partners, LLC

$761 Million
Q1 2025

A detailed history of Wealth Shield Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 3,912 shares of DFSV stock, worth $103,863. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,912

Previous 3,901 0.28%

Holding current value

$103,863

Previous $120,000 8.33%

% of portfolio

0.01%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$27.56 - $32.1 $303 - $353	11 Added 0.28%	3,912 $110,000
Q4 2024 Feb 04, 2025	SELL	$30.18 - $33.87 $4,768 - $5,351	-158 Reduced 3.89%	3,901 $120,000
Q3 2024 Nov 04, 2024	BUY	$28.25 - $31.7 $367 - $412	13 Added 0.32%	4,059 $125,000
Q2 2024 Jul 26, 2024	BUY	$27.81 - $30.13 $417 - $451	15 Added 0.37%	4,046 $116,000
Q1 2024 Apr 29, 2024	SELL	$27.45 - $30.1 $24,403 - $26,758	-889 Reduced 18.07%	4,031 $121,000
Q4 2023 Jan 23, 2024	SELL	$23.61 - $29.53 $10,459 - $13,081	-443 Reduced 8.26%	4,920 $143,000
Q3 2023 Oct 25, 2023	BUY	$24.97 - $27.69 $399 - $443	16 Added 0.3%	5,363 $135,000
Q2 2023 Aug 03, 2023	BUY	$23.17 - $25.7 $12,002 - $13,312	518 Added 10.73%	5,347 $137,000
Q1 2023 May 08, 2023	BUY	$23.74 - $28.31 $114,640 - $136,708	4,829 New	4,829 $120,000

Others Institutions Holding DFSV

# of Institutions

428

Shares Held

116M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.

Account

Wealth Shield Partners, LLC Dimensional ETF Tr Dimensional Transaction History