Kingswood Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 70,138 shares of DFSV stock, worth $2.02 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
70,138
Previous 20,005 250.6%
Holding current value
$2.02 Million
Previous $616 Million 250.38%
% of portfolio
0.16%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$30.18 - $33.87 $1.51 Million - $1.7 Million
50,133 Added 250.6%
70,138 $2.16 Billion
Q3 2024

Oct 21, 2024
BUY
$28.25 - $31.7 $565,141 - $634,158
20,005 New
20,005 $616 Million

Others Institutions Holding DFSV

# of Institutions
416
Shares Held
109M
Call Options Held
600
Put Options Held
8.2K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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