Congress Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Congress Wealth Management LLC holds 13,839 shares of DFSV stock, worth $434,544. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,839
Previous 11,872 16.57%
Holding current value
$434,544
Previous $334,000 21.86%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$24.21 - $29.47 $47,621 - $57,967
1,967 Added 16.57%
13,839 $407,000
Q1 2025

May 14, 2025
BUY
$27.56 - $32.1 $327,192 - $381,091
11,872 New
11,872 $334,000

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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