Cyndeo Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Cyndeo Wealth Partners, LLC

  • $1.74 Billion
  • Q4 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 23,088 shares of DFSV stock, worth $724,963. This represents 0.04% of its overall portfolio holdings.

Number of Shares
23,088
Previous 28,011 17.58%
Holding current value
$724,963
Previous $891,000 18.74%
% of portfolio
0.04%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$30.55 - $32.35 $150,397 - $159,259
-4,923 Reduced 17.58%
23,088 $724,000
Q3 2025

Oct 10, 2025
BUY
$29.2 - $32.74 $32,528 - $36,472
1,114 Added 4.14%
28,011 $891,000
Q2 2025

Jul 24, 2025
BUY
$24.21 - $29.47 $1,210 - $1,473
50 Added 0.19%
26,897 $791,000
Q1 2025

Apr 17, 2025
SELL
$27.56 - $32.1 $201,821 - $235,068
-7,323 Reduced 21.43%
26,847 $755,000
Q4 2024

Jan 21, 2025
BUY
$30.18 - $33.87 $8,118 - $9,111
269 Added 0.79%
34,170 $1.05 Million
Q3 2024

Oct 18, 2024
BUY
$28.25 - $31.7 $957,703 - $1.07 Million
33,901 New
33,901 $1.04 Million

Others Institutions Holding DFSV

# of Institutions
503
Shares Held
141M
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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