Ritholtz Wealth Management Dimensional ETF Tr Dimensional Transaction History

Ritholtz Wealth Management

$5.23 Billion
Q4 2025

A detailed history of Ritholtz Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ritholtz Wealth Management holds 3,618,411 shares of DFSV stock, worth $114 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

3,618,411

Previous 3,449,699 4.89%

Holding current value

$114 Million

Previous $110 Million 3.44%

% of portfolio

2.17%

Previous 2.18%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 22, 2026	BUY	$30.55 - $32.35 $5.15 Million - $5.46 Million	168,712 Added 4.89%	3,618,411 $114 Million
Q3 2025 Oct 28, 2025	BUY	$29.2 - $32.74 $6.98 Million - $7.82 Million	238,872 Added 7.44%	3,449,699 $110 Million
Q2 2025 Jul 28, 2025	BUY	$24.21 - $29.47 $18.4 Million - $22.4 Million	758,884 Added 30.95%	3,210,827 $94.5 Million
Q1 2025 Apr 16, 2025	BUY	$27.56 - $32.1 $9.45 Million - $11 Million	342,866 Added 16.26%	2,451,943 $69 Million
Q4 2024 Jan 14, 2025	BUY	$30.18 - $33.87 $2.37 Million - $2.66 Million	78,559 Added 3.87%	2,109,077 $64.9 Million

Q3 2024 Oct 10, 2024	BUY	$28.25 - $31.7 $2.01 Million - $2.26 Million	71,175 Added 3.63%	2,030,518 $62.5 Million
Q2 2024 Jul 31, 2024	BUY	$27.81 - $30.13 $674,920 - $731,224	24,269 Added 1.25%	1,959,343 $56.4 Million
Q1 2024 Apr 24, 2024	BUY	$27.45 - $30.1 $1.46 Million - $1.6 Million	53,204 Added 2.83%	1,935,074 $58.2 Million
Q4 2023 Jan 18, 2024	BUY	$23.61 - $29.53 $1.39 Million - $1.74 Million	59,074 Added 3.24%	1,881,870 $54.8 Million
Q3 2023 Oct 13, 2023	BUY	$24.97 - $27.69 $2.58 Million - $2.86 Million	103,404 Added 6.01%	1,822,796 $46.2 Million
Q2 2023 Jul 14, 2023	BUY	$23.17 - $25.7 $3.33 Million - $3.69 Million	143,621 Added 9.11%	1,719,392 $44.2 Million
Q1 2023 Apr 19, 2023	BUY	$23.74 - $28.31 $780,856 - $931,172	32,892 Added 2.13%	1,575,771 $39.3 Million
Q4 2022 Jan 18, 2023	BUY	$22.47 - $26.46 $34.7 Million - $40.8 Million	1,542,879 New	1,542,879 $0

Others Institutions Holding DFSV

# of Institutions

502

Shares Held

141M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

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Ritholtz Wealth Management Dimensional ETF Tr Dimensional Transaction History