Mission Wealth Management, LP Dimensional ETF Tr Dimensional Transaction History

Mission Wealth Management, LP

$4.01 Billion
Q1 2025

A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mission Wealth Management, LP holds 9,662 shares of DFSV stock, worth $247,830. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,662

Previous 9,808 1.49%

Holding current value

$247,830

Previous $301,000 9.97%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$27.56 - $32.1 $4,023 - $4,686	-146 Reduced 1.49%	9,662 $271,000
Q4 2024 Feb 06, 2025	SELL	$30.18 - $33.87 $114,382 - $128,367	-3,790 Reduced 27.87%	9,808 $301,000
Q3 2024 Oct 31, 2024	SELL	$28.25 - $31.7 $46,104 - $51,734	-1,632 Reduced 10.72%	13,598 $418,000
Q2 2024 Aug 02, 2024	SELL	$27.81 - $30.13 $7,898 - $8,556	-284 Reduced 1.83%	15,230 $438,000
Q4 2023 Feb 05, 2024	BUY	$23.61 - $29.53 $61,622 - $77,073	2,610 Added 20.23%	15,514 $451,000
Q3 2023 Oct 23, 2023	BUY	$24.97 - $27.69 $17,229 - $19,106	690 Added 5.65%	12,904 $326,000
Q2 2023 Aug 04, 2023	BUY	$23.17 - $25.7 $45,668 - $50,654	1,971 Added 19.24%	12,214 $313,000
Q1 2023 Apr 07, 2023	BUY	$23.74 - $28.31 $243,168 - $289,979	10,243 New	10,243 $255,000

Others Institutions Holding DFSV

# of Institutions

419

Shares Held

111M

Call Options Held

600

Put Options Held

8.2K

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 Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Account

Mission Wealth Management, LP Dimensional ETF Tr Dimensional Transaction History