Disciplined Investments, LLC Dimensional ETF Tr Dimensional Transaction History

Disciplined Investments, LLC

$239 Million
Q3 2025

A detailed history of Disciplined Investments, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Disciplined Investments, LLC holds 25,757 shares of DFSV stock, worth $808,769. This represents 0.34% of its overall portfolio holdings.

Number of Shares

25,757

Previous 26,757 3.74%

Holding current value

$808,769

Previous $787,000 4.19%

% of portfolio

0.34%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$29.2 - $32.74 $29,200 - $32,740	-1,000 Reduced 3.74%	25,757 $820,000
Q2 2025 Jul 29, 2025	BUY	$24.21 - $29.47 $32,683 - $39,784	1,350 Added 5.31%	26,757 $787,000
Q3 2023 Nov 14, 2023	SELL	$24.97 - $27.69 $599 - $664	-24 Reduced 0.09%	25,407 $643,000
Q2 2023 Jul 10, 2023	SELL	$23.17 - $25.7 $9,939 - $11,025	-429 Reduced 1.66%	25,431 $653,000
Q1 2023 May 10, 2023	BUY	$23.74 - $28.31 $1,448 - $1,726	61 Added 0.24%	25,860 $644,000

Q4 2022 Feb 01, 2023	BUY	$22.47 - $26.46 $97,047 - $114,280	4,319 Added 20.11%	25,799 $639,000
Q3 2022 Nov 03, 2022	BUY	$21.77 - $26.17 $466,226 - $560,456	21,416 Added 33462.5%	21,480 $468,000
Q2 2022 Aug 09, 2022	BUY	$22.18 - $26.16 $1,419 - $1,674	64 New	64 $1,000

Others Institutions Holding DFSV

# of Institutions

496

Shares Held

140M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Disciplined Investments, LLC with notifications on news.

Account

Disciplined Investments, LLC Dimensional ETF Tr Dimensional Transaction History