Kathleen S. Wright Associates Inc. Dimensional ETF Tr Dimensional Transaction History

Kathleen S. Wright Associates Inc.

  • $246 Million
  • Q3 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 4,470 shares of DISV stock, worth $122,075. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,470
Previous 4,470 -0.0%
Holding current value
$122,075
Previous $120,000 7.5%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$26.23 - $28.56 $524 - $571
20 Added 0.45%
4,470 $120,000
Q4 2023

Jan 31, 2024
BUY
$22.43 - $25.87 $224 - $258
10 Added 0.23%
4,450 $114,000
Q3 2023

Oct 20, 2023
BUY
$23.27 - $25.13 $698 - $753
30 Added 0.68%
4,440 $105,000
Q2 2023

Jul 20, 2023
BUY
$23.01 - $24.6 $989 - $1,057
43 Added 0.98%
4,410 $104,000
Q1 2023

Apr 21, 2023
BUY
$22.4 - $24.75 $97,820 - $108,083
4,367 New
4,367 $103,000

Others Institutions Holding DISV

# of Institutions
281
Shares Held
62.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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