Perigon Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 27,876 shares of DISV stock, worth $1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
27,876
Previous 23,498 18.63%
Holding current value
$1 Million
Previous $773,000 28.59%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$32.78 - $35.79 $143,510 - $156,688
4,378 Added 18.63%
27,876 $994,000
Q2 2025

Jul 15, 2025
SELL
$25.93 - $32.91 $1,918 - $2,435
-74 Reduced 0.31%
23,498 $773,000
Q1 2025

Apr 23, 2025
BUY
$26.09 - $30.21 $97,811 - $113,257
3,749 Added 18.91%
23,572 $686,000
Q4 2024

Jan 22, 2025
BUY
$26.18 - $28.77 $518,966 - $570,307
19,823 New
19,823 $526,000

Others Institutions Holding DISV

# of Institutions
391
Shares Held
81.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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