A detailed history of Ml & R Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 107,820 shares of DISV stock, worth $2.84 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
107,820
Previous 160,282 32.73%
Holding current value
$2.84 Million
Previous $4.13 Million 29.08%
% of portfolio
0.67%
Previous 0.94%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$24.73 - $27.24 $1.3 Million - $1.43 Million
-52,462 Reduced 32.73%
107,820 $2.93 Million
Q4 2023

Feb 09, 2024

BUY
$22.43 - $25.87 $978,351 - $1.13 Million
43,618 Added 37.39%
160,282 $4.13 Million
Q3 2023

Nov 02, 2023

BUY
$23.27 - $25.13 $989,510 - $1.07 Million
42,523 Added 57.35%
116,664 $2.77 Million
Q2 2023

Aug 08, 2023

BUY
$23.01 - $24.6 $369,149 - $394,657
16,043 Added 27.61%
74,141 $1.75 Million
Q1 2023

May 05, 2023

BUY
$22.4 - $24.75 $181,372 - $200,400
8,097 Added 16.19%
58,098 $1.38 Million
Q4 2022

Feb 06, 2023

BUY
$18.45 - $22.54 $553,389 - $676,064
29,994 Added 149.92%
50,001 $1.11 Million
Q3 2022

Oct 26, 2022

BUY
$18.36 - $22.57 $367,328 - $451,557
20,007 New
20,007 $371,000

Others Institutions Holding DISV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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