Aviance Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Aviance Capital Partners, LLC

$690 Million
Q4 2024

A detailed history of Aviance Capital Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aviance Capital Partners, LLC holds 111,151 shares of DFSV stock, worth $3.51 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

111,151

Previous 106,520 4.35%

Holding current value

$3.51 Million

Previous $3.28 Million 4.3%

% of portfolio

0.5%

Previous 0.45%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$30.18 - $33.87 $139,763 - $156,851	4,631 Added 4.35%	111,151 $3.42 Million
Q3 2024 Nov 07, 2024	BUY	$28.25 - $31.7 $594,238 - $666,809	21,035 Added 24.61%	106,520 $3.28 Million
Q2 2024 Aug 09, 2024	SELL	$27.81 - $30.13 $43,467 - $47,093	-1,563 Reduced 1.8%	85,485 $2.46 Million
Q1 2024 Apr 17, 2024	BUY	$27.45 - $30.1 $39,747 - $43,584	1,448 Added 1.69%	87,048 $2.62 Million
Q4 2023 Feb 06, 2024	BUY	$23.61 - $29.53 $60,276 - $75,390	2,553 Added 3.07%	85,600 $2.49 Million
Q3 2023 Nov 06, 2023	BUY	$24.97 - $27.69 $2.07 Million - $2.3 Million	83,047 New	83,047 $2.1 Million

Others Institutions Holding DFSV

# of Institutions

385

Shares Held

106M

Call Options Held

10.1K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aviance Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aviance Capital Partners, LLC with notifications on news.

Account

Aviance Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History