Worth Pointe, LLC Dimensional ETF Tr Dimensional Transaction History

Worth Pointe, LLC

$259 Million
Q3 2025

A detailed history of Worth Pointe, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Worth Pointe, LLC holds 22,783 shares of DFSV stock, worth $722,448. This represents 0.28% of its overall portfolio holdings.

Number of Shares

22,783

Holding current value

$722,448

% of portfolio

0.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 17, 2025	BUY	$29.2 - $32.74 $665,263 - $745,915	22,783 New	22,783 $725,000

Others Institutions Holding DFSV

# of Institutions

482

Shares Held

132M

Call Options Held

Put Options Held

Savant Capital, LLC

11.8M
Shares

$373 Million
2.26% of portfolio
Mather Group, Llc. Chicago, IL

6.51M
Shares

$206 Million
2.11% of portfolio
Ci Private Wealth, LLC Miami, FL

5.8M
Shares

$184 Million
0.25% of portfolio
Jmg Financial Group, Ltd.

5.43M
Shares

$172 Million
5.05% of portfolio
Cerity Partners LLC New York, NY

3.46M
Shares

$110 Million
0.18% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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