Wms Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Wms Partners, LLC

  • $1.51 Billion
  • Q2 2024

A detailed history of Wms Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wms Partners, LLC holds 16,845 shares of DFSV stock, worth $511,414. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,845
Previous 16,880 0.21%
Holding current value
$511,414
Previous $508,000 4.72%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$27.81 - $30.13 $973 - $1,054
-35 Reduced 0.21%
16,845 $484,000
Q1 2024

May 15, 2024
SELL
$27.45 - $30.1 $6,148 - $6,742
-224 Reduced 1.31%
16,880 $508,000
Q4 2023

Feb 12, 2024
BUY
$23.61 - $29.53 $31,188 - $39,009
1,321 Added 8.37%
17,104 $498,000
Q3 2023

Nov 09, 2023
SELL
$24.97 - $27.69 $9,313 - $10,328
-373 Reduced 2.31%
15,783 $399,000
Q2 2023

Aug 14, 2023
BUY
$23.17 - $25.7 $374,334 - $415,209
16,156 New
16,156 $415,000

Others Institutions Holding DFSV

# of Institutions
318
Shares Held
81.2M
Call Options Held
0
Put Options Held
0
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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