Valued Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Valued Wealth Advisors LLC

  • $216 Billion
  • Q3 2025

A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 23,256 shares of DFSV stock, worth $730,238. This represents 0.34% of its overall portfolio holdings.

Number of Shares
23,256
Previous 23,254 0.01%
Holding current value
$730,238
Previous $684 Million 8.2%
% of portfolio
0.34%
Previous 0.36%

Shares

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

Oct 28, 2025
BUY
$29.2 - $32.74 $58 - $65
2 Added 0.01%
23,256 $740 Million
Q2 2025

Aug 06, 2025
BUY
$24.21 - $29.47 $52,269 - $63,625
2,159 Added 10.23%
23,254 $684 Million
Q1 2025

May 01, 2025
BUY
$27.56 - $32.1 $581,378 - $677,149
21,095 New
21,095 $594 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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