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 43,755 shares of DISV stock, worth $1.41 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
43,755
Previous 44,567 1.82%
Holding current value
$1.41 Million
Previous $1.06 Million 6.52%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jan 12, 2024
SELL
$22.43 - $25.87 $18,213 - $21,006
-812 Reduced 1.82%
43,755 $1.13 Million
Q3 2023

Nov 09, 2023
BUY
$23.27 - $25.13 $9,517 - $10,278
409 Added 0.93%
44,567 $1.06 Million
Q2 2023

Aug 14, 2023
BUY
$23.01 - $24.6 $1,955 - $2,091
85 Added 0.19%
44,158 $1.04 Million
Q1 2023

May 15, 2023
SELL
$22.4 - $24.75 $23,632 - $26,111
-1,055 Reduced 2.34%
44,073 $1.05 Million
Q4 2022

Feb 09, 2023
BUY
$18.45 - $22.54 $832,611 - $1.02 Million
45,128 New
45,128 $1 Million

Others Institutions Holding DISV

# of Institutions
343
Shares Held
69.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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