Compass Ion Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Compass Ion Advisors, LLC

  • $958 Million
  • Q3 2025

A detailed history of Compass Ion Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 23,793 shares of DFSV stock, worth $747,100. This represents 0.08% of its overall portfolio holdings.

Number of Shares
23,793
Previous 20,605 15.47%
Holding current value
$747,100
Previous $606,000 24.92%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 28, 2025
BUY
$29.2 - $32.74 $93,089 - $104,375
3,188 Added 15.47%
23,793 $757,000
Q2 2025

Jul 11, 2025
BUY
$24.21 - $29.47 $48 - $58
2 Added 0.01%
20,605 $606,000
Q1 2025

Apr 21, 2025
BUY
$27.56 - $32.1 $97,920 - $114,051
3,553 Added 20.84%
20,603 $579,000
Q1 2024

Apr 17, 2024
BUY
$27.45 - $30.1 $468,022 - $513,205
17,050 New
17,050 $513,000

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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