Centered Wealth LLC Dba Miller Equity Capital Advisors Dimensional ETF Tr Dimensional Transaction History

Centered Wealth LLC Dba Miller Equity Capital Advisors

  • $261 Million
  • Q4 2024

A detailed history of Centered Wealth LLC Dba Miller Equity Capital Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Centered Wealth LLC Dba Miller Equity Capital Advisors holds 49,630 shares of DFSV stock, worth $1.5 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
49,630
Previous 38,845 27.76%
Holding current value
$1.5 Million
Previous $1.2 Million 27.68%
% of portfolio
0.58%
Previous 0.47%

Shares

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

Feb 06, 2025
BUY
$30.18 - $33.87 $325,491 - $365,287
10,785 Added 27.76%
49,630 $1.53 Million
Q3 2024

Nov 14, 2024
BUY
$28.25 - $31.7 $175,008 - $196,381
6,195 Added 18.97%
38,845 $1.2 Million
Q2 2024

Jul 30, 2024
BUY
$27.81 - $30.13 $454,832 - $492,776
16,355 Added 100.37%
32,650 $939,000
Q1 2024

May 02, 2024
BUY
$27.45 - $30.1 $447,297 - $490,479
16,295 New
16,295 $490,000

Others Institutions Holding DFSV

# of Institutions
413
Shares Held
109M
Call Options Held
600
Put Options Held
8.2K
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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