Daner Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Daner Wealth Management, LLC

  • $150 Million
  • Q3 2025

A detailed history of Daner Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Daner Wealth Management, LLC holds 19,521 shares of DISV stock, worth $701,194. This represents 0.46% of its overall portfolio holdings.

Number of Shares
19,521
Previous 20,271 3.7%
Holding current value
$701,194
Previous $694 Million 99.9%
% of portfolio
0.46%
Previous 0.48%

Shares

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

Oct 20, 2025
SELL
$32.78 - $35.79 $24,585 - $26,842
-750 Reduced 3.7%
19,521 $696,000
Q2 2025

Aug 13, 2025
SELL
$25.93 - $32.91 $46,388 - $58,875
-1,789 Reduced 8.11%
20,271 $694 Million
Q4 2024

Feb 04, 2025
BUY
$26.18 - $28.77 $577,530 - $634,666
22,060 New
22,060 $610 Million

Others Institutions Holding DISV

# of Institutions
391
Shares Held
81.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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