A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Meredith Wealth Planning holds 15,081 shares of DFSV stock, worth $473,543. This represents 0.15% of its overall portfolio holdings.

Number of Shares
15,081
Previous 14,897 1.24%
Holding current value
$473,543
Previous $474 Million 4.57%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Jan 16, 2026

BUY
$30.55 - $32.35 $5,621 - $5,952
184 Added 1.24%
15,081 $496 Million
Q3 2025

Oct 21, 2025

BUY
$29.2 - $32.74 $1,927 - $2,160
66 Added 0.45%
14,897 $474 Million
Q2 2025

Jul 16, 2025

BUY
$24.21 - $29.47 $359,058 - $437,069
14,831 New
14,831 $436 Million

Others Institutions Holding DFSV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Meredith Wealth Planning Portfolio

Follow Meredith Wealth Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meredith Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Meredith Wealth Planning with notifications on news.