A detailed history of Keyvantage Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Keyvantage Wealth, LLC holds 127,114 shares of DISV stock, worth $4.57 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
127,114
Previous 128,268 0.9%
Holding current value
$4.57 Million
Previous $4.22 Billion 7.47%
% of portfolio
1.9%
Previous 1.89%

Shares

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

Nov 07, 2025

SELL
$32.78 - $35.79 $37,828 - $41,301
-1,154 Reduced 0.9%
127,114 $4.54 Billion
Q2 2025

Aug 08, 2025

BUY
$25.93 - $32.91 $287,019 - $364,280
11,069 Added 9.44%
128,268 $4.22 Billion
Q1 2025

May 07, 2025

BUY
$26.09 - $30.21 $3.06 Million - $3.54 Million
117,199 New
117,199 $3.41 Billion

Others Institutions Holding DISV

About DIMENSIONAL ETF TR DIMENSIONAL


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

Track Keyvantage Wealth, LLC Portfolio

Follow Keyvantage Wealth, LLC 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 Keyvantage Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keyvantage Wealth, LLC with notifications on news.