Ifp Advisors, Inc Dimensional ETF Tr Dimensional Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ifp Advisors, Inc holds 108 shares of DISV stock, worth $3,079. This represents 0.0% of its overall portfolio holdings.

Number of Shares

108

Holding current value

$3,079

% of portfolio

0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$26.18 - $28.77 $2,827 - $3,107	108 New	108 $2,000
Q2 2023 Aug 04, 2023	BUY	$23.01 - $24.6 $1,725 - $1,845	75 New	75 $1,000
Q4 2022 Feb 07, 2023	SELL	$18.45 - $22.54 $30,829 - $37,664	-1,671 Reduced 85.74%	278 $7,000
Q3 2022 Nov 08, 2022	BUY	$18.36 - $22.57 $5,104 - $6,274	278 Added 16.64%	1,949 $48,000
Q2 2022 Sep 06, 2022	BUY	$21.05 - $25.01 $35,174 - $41,791	1,671 New	1,671 $41,000
Q2 2022 Aug 12, 2022	SELL	$21.05 - $25.01 $35,174 - $41,791	-1,671 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$24.68 - $25.26 $41,240 - $42,209	1,671 New	1,671 $41,000

Others Institutions Holding DISV

# of Institutions

321

Shares Held

65.6M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.87M
Shares

$253 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.29M
Shares

$179 Million
3.36% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$89.8 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.23M
Shares

$63.6 Million
1.08% of portfolio
Ritholtz Wealth Management

1.42M
Shares

$40.5 Million
1.12% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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