Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ae Wealth Management LLC holds 914 shares of DISV stock, worth $26,058. This represents 0.0% of its overall portfolio holdings.

Number of Shares
914
Holding current value
$26,058
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$26.18 - $28.77 $23,928 - $26,295
914 New
914 $24,000
Q4 2023

Feb 14, 2024
BUY
$22.43 - $25.87 $103,200 - $119,027
4,601 Added 3.1%
153,032 $3.95 Million
Q3 2023

Oct 11, 2023
BUY
$23.27 - $25.13 $148,555 - $160,429
6,384 Added 4.49%
148,431 $3.53 Million
Q2 2023

Jul 10, 2023
BUY
$23.01 - $24.6 $151,935 - $162,433
6,603 Added 4.88%
142,047 $3.36 Million
Q1 2023

Apr 14, 2023
BUY
$22.4 - $24.75 $3.03 Million - $3.35 Million
135,444 New
135,444 $3.22 Million

Others Institutions Holding DISV

# of Institutions
321
Shares Held
65.6M
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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