Kaufman Rossin Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Kaufman Rossin Wealth, LLC

  • $192 Billion
  • Q4 2025

A detailed history of Kaufman Rossin Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 114,579 shares of DISV stock, worth $4.12 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares
114,579
Previous 118,320 3.16%
Holding current value
$4.12 Million
Previous $4.22 Billion 3.11%
% of portfolio
2.27%
Previous 2.31%

Shares

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

Jan 14, 2026
SELL
$35.06 - $36.3 $131,159 - $135,798
-3,741 Reduced 3.16%
114,579 $4.35 Billion
Q3 2025

Oct 14, 2025
SELL
$32.78 - $35.79 $611,215 - $667,340
-18,646 Reduced 13.61%
118,320 $4.22 Billion
Q2 2025

Jul 11, 2025
BUY
$25.93 - $32.91 $148,189 - $188,080
5,715 Added 4.35%
136,966 $4.51 Billion
Q1 2025

May 14, 2025
BUY
$26.09 - $30.21 $11,270 - $13,050
432 Added 0.33%
131,251 $3.82 Billion
Q4 2024

Jan 23, 2025
BUY
$26.18 - $28.77 $3.42 Million - $3.76 Million
130,819 New
130,819 $3.48 Billion

Others Institutions Holding DISV

# of Institutions
390
Shares Held
82.3M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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