Clearstead Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Clearstead Advisors, LLC holds 14,249 shares of DFSV stock, worth $447,418. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,249
Previous 14,244 0.04%
Holding current value
$447,418
Previous $419,000 8.11%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$29.2 - $32.74 $146 - $163
5 Added 0.04%
14,249 $453,000
Q2 2025

Aug 08, 2025
BUY
$24.21 - $29.47 $321,847 - $391,774
13,294 Added 1399.37%
14,244 $419,000
Q4 2024

Feb 10, 2025
BUY
$30.18 - $33.87 $28,671 - $32,176
950 New
950 $29,000

Others Institutions Holding DFSV

# of Institutions
496
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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