Financial Architects, LLC Dimensional ETF Tr Dimensional Transaction History

Financial Architects, LLC

$156 Billion
Q4 2024

A detailed history of Financial Architects, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Architects, LLC holds 268,325 shares of DFSV stock, worth $8.34 Million. This represents 5.29% of its overall portfolio holdings.

Number of Shares

268,325

Previous 280,195 4.24%

Holding current value

$8.34 Million

Previous $8.63 Billion 4.3%

% of portfolio

5.29%

Previous 5.56%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$30.18 - $33.87 $358,236 - $402,036	-11,870 Reduced 4.24%	268,325 $8.26 Billion
Q3 2024 Oct 23, 2024	BUY	$28.25 - $31.7 $72,461 - $81,310	2,565 Added 0.92%	280,195 $8.63 Billion
Q2 2024 Jul 16, 2024	BUY	$27.81 - $30.13 $281,576 - $305,066	10,125 Added 3.78%	277,630 $7.99 Billion
Q1 2024 Apr 25, 2024	BUY	$27.45 - $30.1 $657,702 - $721,196	23,960 Added 9.84%	267,505 $8.05 Billion
Q4 2023 Jan 29, 2024	BUY	$23.61 - $29.53 $5.75 Million - $7.19 Million	243,545 New	243,545 $7.09 Billion

Others Institutions Holding DFSV

# of Institutions

402

Shares Held

107M

Call Options Held

10.1K

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
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Financial Architects, LLC Dimensional ETF Tr Dimensional Transaction History