Werba Rubin Papier Wealth Management Dimensional ETF Tr Dimensional Transaction History

Werba Rubin Papier Wealth Management

$460 Billion
Q1 2025

A detailed history of Werba Rubin Papier Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 23,665 shares of DFSV stock, worth $667,116. This represents 0.14% of its overall portfolio holdings.

Number of Shares

23,665

Previous 22,501 5.17%

Holding current value

$667,116

Previous $693 Million 3.81%

% of portfolio

0.14%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$27.56 - $32.1 $32,079 - $37,364	1,164 Added 5.17%	23,665 $666 Million
Q4 2024 Jan 31, 2025	SELL	$30.18 - $33.87 $4,134 - $4,640	-137 Reduced 0.61%	22,501 $693 Million
Q3 2024 Oct 18, 2024	SELL	$28.25 - $31.7 $215,943 - $242,314	-7,644 Reduced 25.24%	22,638 $697 Million
Q2 2024 Aug 06, 2024	BUY	$27.81 - $30.13 $120,083 - $130,101	4,318 Added 16.63%	30,282 $872 Million
Q1 2024 Apr 30, 2024	BUY	$27.45 - $30.1 $218,913 - $240,047	7,975 Added 44.33%	25,964 $782 Million
Q4 2023 Jan 22, 2024	BUY	$23.61 - $29.53 $74,725 - $93,462	3,165 Added 21.35%	17,989 $524 Million
Q3 2023 Nov 06, 2023	BUY	$24.97 - $27.69 $624 - $692	25 Added 0.17%	14,824 $376 Million
Q2 2023 Jul 24, 2023	BUY	$23.17 - $25.7 $342,892 - $380,334	14,799 New	14,799 $380 Million

Others Institutions Holding DFSV

# of Institutions

438

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Werba Rubin Papier Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Werba Rubin Papier Wealth Management with notifications on news.

Account

Werba Rubin Papier Wealth Management Dimensional ETF Tr Dimensional Transaction History