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 $3.22 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

112,643

Previous 103,007 9.35%

Holding current value

$3.22 Million

Previous $2.61 Million 25.67%

% of portfolio

0.22%

Previous 0.18%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

440

Shares Held

120M

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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Wealthsource Partners, LLC Dimensional ETF Tr Dimensional Transaction History