Discipline Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History

Discipline Wealth Solutions, LLC

  • $354 Million
  • Q3 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 154,980 shares of DFSV stock, worth $4.87 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
154,980
Previous 142,606 8.68%
Holding current value
$4.87 Million
Previous $4.2 Million 17.59%
% of portfolio
1.39%
Previous 1.7%

Shares

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

Oct 21, 2025
BUY
$29.2 - $32.74 $361,320 - $405,124
12,374 Added 8.68%
154,980 $4.93 Million
Q2 2025

Jul 07, 2025
BUY
$24.21 - $29.47 $387,626 - $471,844
16,011 Added 12.65%
142,606 $4.2 Million
Q1 2025

Apr 29, 2025
SELL
$27.56 - $32.1 $275,241 - $320,582
-9,987 Reduced 7.31%
126,595 $3.56 Million
Q4 2024

Feb 26, 2025
BUY
$30.18 - $33.87 $520,363 - $583,986
17,242 Added 14.45%
136,582 $4.2 Million
Q3 2024

Nov 19, 2024
BUY
$28.25 - $31.7 $551,044 - $618,340
19,506 Added 19.54%
119,340 $3.68 Million
Q2 2024

Aug 07, 2024
BUY
$27.81 - $30.13 $287,332 - $311,303
10,332 Added 11.54%
99,834 $2.87 Million
Q1 2024

May 03, 2024
BUY
$27.45 - $30.1 $252,347 - $276,709
9,193 Added 11.45%
89,502 $2.69 Million
Q4 2023

Feb 09, 2024
BUY
$23.61 - $29.53 $1.9 Million - $2.37 Million
80,309 New
80,309 $2.34 Million

Others Institutions Holding DFSV

# of Institutions
496
Shares Held
140M
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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