Wealthsource Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthsource Partners, LLC holds 112,643 shares of DFSV stock, worth $2.99 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
112,643
Previous 103,007 9.35%
Holding current value
$2.99 Million
Previous $2.61 Million 25.67%
% of portfolio
0.22%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$23.61 - $29.53 $227,505 - $284,551
9,636 Added 9.35%
112,643 $3.28 Million
Q3 2023

Nov 09, 2023
SELL
$24.97 - $27.69 $29,539 - $32,757
-1,183 Reduced 1.14%
103,007 $2.61 Million
Q2 2023

Aug 14, 2023
BUY
$23.17 - $25.7 $254,059 - $281,800
10,965 Added 11.76%
104,190 $2.68 Million
Q1 2023

May 15, 2023
BUY
$23.74 - $28.31 $76,324 - $91,016
3,215 Added 3.57%
93,225 $2.32 Million
Q4 2022

Feb 09, 2023
BUY
$22.47 - $26.46 $2.02 Million - $2.38 Million
90,010 New
90,010 $2.23 Million

Others Institutions Holding DFSV

# of Institutions
419
Shares Held
112M
Call Options Held
600
Put Options Held
8.2K
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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