A detailed history of Orion Portfolio Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 17,519 shares of DISV stock, worth $464,428. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,519
Previous 18,612 5.87%
Holding current value
$464,428
Previous $500,000 1.8%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 15, 2024

SELL
$26.06 - $29.18 $28,483 - $31,893
-1,093 Reduced 5.87%
17,519 $509,000
Q2 2024

Aug 13, 2024

BUY
$26.23 - $28.56 $55,869 - $60,832
2,130 Added 12.92%
18,612 $500,000
Q1 2024

May 09, 2024

BUY
$24.73 - $27.24 $134,753 - $148,430
5,449 Added 49.39%
16,482 $448,000
Q4 2023

Feb 09, 2024

SELL
$22.43 - $25.87 $6,661 - $7,683
-297 Reduced 2.62%
11,033 $284,000
Q3 2023

Nov 01, 2023

BUY
$23.27 - $25.13 $63,131 - $68,177
2,713 Added 31.48%
11,330 $269,000
Q2 2023

Aug 14, 2023

BUY
$23.01 - $24.6 $198,277 - $211,978
8,617 New
8,617 $203,000

Others Institutions Holding DISV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
Track This Portfolio

Track Orion Portfolio Solutions, LLC Portfolio

Follow Orion Portfolio Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Orion Portfolio Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orion Portfolio Solutions, LLC with notifications on news.