Diversified Portfolios, Inc. Dimensional ETF Tr Dimensional Transaction History

Diversified Portfolios, Inc.

$855 Million
Q2 2024

A detailed history of Diversified Portfolios, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 318,545 shares of DFSV stock, worth $9.68 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

318,545

Previous 246,054 29.46%

Holding current value

$9.68 Million

Previous $7.41 Million 23.78%

% of portfolio

1.07%

Previous 1.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$27.81 - $30.13 $2.02 Million - $2.18 Million	72,491 Added 29.46%	318,545 $9.17 Million
Q1 2024 May 07, 2024	BUY	$27.45 - $30.1 $926,217 - $1.02 Million	33,742 Added 15.89%	246,054 $7.41 Million
Q4 2023 Jan 30, 2024	BUY	$23.61 - $29.53 $1.98 Million - $2.48 Million	84,045 Added 65.52%	212,312 $6.18 Million
Q3 2023 Nov 02, 2023	BUY	$24.97 - $27.69 $694,390 - $770,031	27,809 Added 27.68%	128,267 $3.25 Million
Q2 2023 Aug 09, 2023	BUY	$23.17 - $25.7 $969,270 - $1.08 Million	41,833 Added 71.36%	100,458 $2.58 Million
Q1 2023 May 02, 2023	BUY	$23.74 - $28.31 $454,383 - $541,853	19,140 Added 48.47%	58,625 $1.46 Million
Q4 2022 Jan 24, 2023	BUY	$22.47 - $26.46 $544,088 - $640,702	24,214 Added 158.56%	39,485 $0
Q3 2022 Nov 07, 2022	BUY	$21.77 - $26.17 $91,738 - $110,280	4,214 Added 38.11%	15,271 $333,000
Q2 2022 Aug 09, 2022	BUY	$22.18 - $26.16 $245,244 - $289,251	11,057 New	11,057 $249,000

Others Institutions Holding DFSV

# of Institutions

331

Shares Held

86.9M

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 Diversified Portfolios, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Diversified Portfolios, Inc. with notifications on news.

Account

Diversified Portfolios, Inc. Dimensional ETF Tr Dimensional Transaction History