Advisory Services & Investments, LLC Dimensional ETF Tr Dimensional Transaction History

Advisory Services & Investments, LLC

  • $131 Million
  • Q3 2024

A detailed history of Advisory Services & Investments, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Advisory Services & Investments, LLC holds 196,818 shares of DFSV stock, worth $6.18 Million. This represents 4.62% of its overall portfolio holdings.

Number of Shares
196,818
Previous 212,364 7.32%
Holding current value
$6.18 Million
Previous $6.11 Million 0.82%
% of portfolio
4.62%
Previous 4.68%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$28.25 - $31.7 $439,174 - $492,808
-15,546 Reduced 7.32%
196,818 $6.06 Million
Q2 2024

Aug 06, 2024
BUY
$27.81 - $30.13 $79,620 - $86,262
2,863 Added 1.37%
212,364 $6.11 Million
Q1 2024

Apr 17, 2024
BUY
$27.45 - $30.1 $112,846 - $123,741
4,111 Added 2.0%
209,501 $6.31 Million
Q4 2023

Feb 13, 2024
BUY
$23.61 - $29.53 $272,837 - $341,248
11,556 Added 5.96%
205,390 $5.98 Million
Q3 2023

Oct 10, 2023
BUY
$24.97 - $27.69 $130,468 - $144,680
5,225 Added 2.77%
193,834 $4.91 Million
Q2 2023

Jul 28, 2023
BUY
$23.17 - $25.7 $366,039 - $406,008
15,798 Added 9.14%
188,609 $4.85 Million
Q1 2023

Apr 27, 2023
BUY
$23.74 - $28.31 $153,716 - $183,307
6,475 Added 3.89%
172,811 $4.31 Million
Q4 2022

Feb 09, 2023
BUY
$22.47 - $26.46 $62,466 - $73,558
2,780 Added 1.7%
166,336 $4.12 Million
Q3 2022

Oct 13, 2022
BUY
$21.77 - $26.17 $868,731 - $1.04 Million
39,905 Added 32.27%
163,556 $3.56 Million
Q2 2022

Jul 27, 2022
BUY
$22.18 - $26.16 $2.74 Million - $3.23 Million
123,651 New
123,651 $2.79 Million

Others Institutions Holding DFSV

# of Institutions
495
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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