Retirement Guys Formula LLC Dimensional ETF Tr Dimensional Transaction History

Retirement Guys Formula LLC

  • $188 Million
  • Q4 2024

A detailed history of Retirement Guys Formula LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Retirement Guys Formula LLC holds 31,226 shares of DISV stock, worth $899,308. This represents 0.44% of its overall portfolio holdings.

Number of Shares
31,226
Previous 35,591 12.26%
Holding current value
$899,308
Previous $1.03 Million 19.83%
% of portfolio
0.44%
Previous 0.49%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$26.18 - $28.77 $114,275 - $125,581
-4,365 Reduced 12.26%
31,226 $829,000
Q3 2024

Oct 21, 2024
BUY
$26.06 - $29.18 $9,850 - $11,030
378 Added 1.07%
35,591 $1.03 Million
Q2 2024

Aug 01, 2024
SELL
$26.23 - $28.56 $85,273 - $92,848
-3,251 Reduced 8.45%
35,213 $947,000
Q1 2024

Apr 19, 2024
SELL
$24.73 - $27.24 $25,595 - $28,193
-1,035 Reduced 2.62%
38,464 $1.05 Million
Q4 2023

Jan 22, 2024
BUY
$22.43 - $25.87 $212,456 - $245,040
9,472 Added 31.54%
39,499 $1.02 Million
Q3 2023

Oct 13, 2023
SELL
$23.27 - $25.13 $46,284 - $49,983
-1,989 Reduced 6.21%
30,027 $714,000
Q2 2023

Jul 17, 2023
BUY
$23.01 - $24.6 $50,668 - $54,169
2,202 Added 7.39%
32,016 $757,000
Q1 2023

Apr 18, 2023
BUY
$22.4 - $24.75 $12,409 - $13,711
554 Added 1.89%
29,814 $709,000
Q4 2022

Feb 13, 2023
BUY
$18.45 - $22.54 $539,847 - $659,520
29,260 New
29,260 $649,000

Others Institutions Holding DISV

# of Institutions
328
Shares Held
66.6M
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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