Capital Performance Advisors LLP Dimensional ETF Tr Dimensional Transaction History

Capital Performance Advisors LLP

$597 Million
Q3 2025

A detailed history of Capital Performance Advisors LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Performance Advisors LLP holds 41,853 shares of DFSV stock, worth $1.31 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

41,853

Previous 40,115 4.33%

Holding current value

$1.31 Million

Previous $1.18 Million 12.88%

% of portfolio

0.22%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$29.2 - $32.74 $50,749 - $56,902	1,738 Added 4.33%	41,853 $1.33 Million
Q2 2025 Aug 04, 2025	BUY	$24.21 - $29.47 $258,538 - $314,710	10,679 Added 36.28%	40,115 $1.18 Million
Q1 2025 May 09, 2025	BUY	$27.56 - $32.1 $113,822 - $132,573	4,130 Added 16.32%	29,436 $828,000
Q4 2024 Jan 31, 2025	BUY	$30.18 - $33.87 $2,836 - $3,183	94 Added 0.37%	25,306 $778,000
Q3 2024 Nov 01, 2024	BUY	$28.25 - $31.7 $262,781 - $294,873	9,302 Added 58.47%	25,212 $776,000

Q2 2024 Aug 01, 2024	BUY	$27.81 - $30.13 $61,515 - $66,647	2,212 Added 16.15%	15,910 $457,000
Q1 2024 Apr 26, 2024	BUY	$27.45 - $30.1 $143,920 - $157,814	5,243 Added 62.01%	13,698 $412,000
Q4 2023 Feb 06, 2024	BUY	$23.61 - $29.53 $199,622 - $249,676	8,455 New	8,455 $246,000

Others Institutions Holding DFSV

# of Institutions

496

Shares Held

140M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

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Capital Performance Advisors LLP Dimensional ETF Tr Dimensional Transaction History