Delap Wealth Advisory, LLC Dimensional ETF Tr Dimensional Transaction History

Delap Wealth Advisory, LLC

$158 Billion
Q3 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 96,024 shares of DISV stock, worth $2.55 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

96,024

Previous 222,538 56.85%

Holding current value

$2.55 Million

Previous $5.99 Billion 53.39%

% of portfolio

1.76%

Previous 2.76%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$26.06 - $29.18 $3.3 Million - $3.69 Million	-126,514 Reduced 56.85%	96,024 $2.79 Billion
Q2 2024 Aug 13, 2024	BUY	$26.23 - $28.56 $2.85 Million - $3.11 Million	108,746 Added 95.57%	222,538 $5.99 Billion
Q1 2024 May 14, 2024	BUY	$24.73 - $27.24 $33,904 - $37,346	1,371 Added 1.22%	113,792 $3.09 Billion
Q4 2023 Feb 14, 2024	SELL	$22.43 - $25.87 $298,745 - $344,562	-13,319 Reduced 10.59%	112,421 $2.9 Billion
Q3 2023 Nov 13, 2023	BUY	$23.27 - $25.13 $307,396 - $331,967	13,210 Added 11.74%	125,740 $2.99 Billion
Q2 2023 Aug 08, 2023	SELL	$23.01 - $24.6 $281,182 - $300,612	-12,220 Reduced 9.8%	112,530 $2.66 Billion
Q1 2023 May 15, 2023	BUY	$22.4 - $24.75 $370,944 - $409,860	16,560 Added 15.31%	124,750 $2.97 Billion
Q4 2022 Feb 13, 2023	BUY	$18.45 - $22.54 $2 Million - $2.44 Million	108,190 New	108,190 $2.4 Billion

Others Institutions Holding DISV

# of Institutions

274

Shares Held

60.7M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Delap Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delap Wealth Advisory, LLC with notifications on news.

Account

Delap Wealth Advisory, LLC Dimensional ETF Tr Dimensional Transaction History