Morton Brown Family Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Morton Brown Family Wealth, LLC

  • $348 Million
  • Q3 2025

A detailed history of Morton Brown Family Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 36,195 shares of DFSV stock, worth $1.14 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
36,195
Previous 36,195 -0.0%
Holding current value
$1.14 Million
Previous $1.07 Million 8.17%
% of portfolio
0.33%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$24.21 - $29.47 $861,391 - $1.05 Million
35,580 Added 5785.37%
36,195 $1.07 Million
Q1 2025

Apr 25, 2025
SELL
$27.56 - $32.1 $108,476 - $126,345
-3,936 Reduced 86.49%
615 $17,000
Q4 2024

Jan 31, 2025
BUY
$30.18 - $33.87 $137,349 - $154,142
4,551 New
4,551 $140,000

Others Institutions Holding DFSV

# of Institutions
496
Shares Held
140M
Call Options Held
0
Put Options Held
0
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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