Delap Wealth Advisory, LLC Dimensional ETF Tr Dimensional Transaction History

Delap Wealth Advisory, LLC

  • $238 Billion
  • Q3 2025

A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 8,144 shares of DFSB stock, worth $0. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,144
Previous 8,142 0.02%
Holding current value
$0
Previous $427 Million 1.78%
% of portfolio
0.18%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
N/A
2 Added 0.02%
8,144 $434 Million
Q2 2025

Jul 28, 2025
SELL
N/A
-97 Reduced 1.18%
8,142 $427 Million
Q4 2024

Feb 04, 2025
BUY
N/A
8,239 New
8,239 $420 Million

Others Institutions Holding DFSB

# of Institutions
103
Shares Held
8.27M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSB Quotes by TradingView
  • Ticker DFSB
More about DFSB
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