Sc&H Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History

Sc&H Financial Advisors, Inc.

$548 Million
Q3 2025

A detailed history of Sc&H Financial Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 90,626 shares of DFSV stock, worth $2.85 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

90,626

Previous 106,324 14.76%

Holding current value

$2.85 Million

Previous $3.13 Million 7.8%

% of portfolio

0.53%

Previous 0.6%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$29.2 - $32.74 $458,381 - $513,952	-15,698 Reduced 14.76%	90,626 $2.89 Million
Q2 2025 Jul 16, 2025	BUY	$24.21 - $29.47 $291,391 - $354,700	12,036 Added 12.77%	106,324 $3.13 Million
Q1 2025 Apr 22, 2025	BUY	$27.56 - $32.1 $184,844 - $215,294	6,707 Added 7.66%	94,288 $2.65 Million
Q4 2024 Jan 28, 2025	BUY	$30.18 - $33.87 $82,180 - $92,228	2,723 Added 3.21%	87,581 $2.7 Million
Q3 2024 Oct 24, 2024	BUY	$28.25 - $31.7 $95,824 - $107,526	3,392 Added 4.16%	84,858 $2.61 Million

Q2 2024 Aug 01, 2024	BUY	$27.81 - $30.13 $4,727 - $5,122	170 Added 0.21%	81,466 $2.34 Million
Q1 2024 May 02, 2024	BUY	$27.45 - $30.1 $25,555 - $28,023	931 Added 1.16%	81,296 $2.45 Million
Q4 2023 Feb 01, 2024	SELL	$23.61 - $29.53 $108,535 - $135,749	-4,597 Reduced 5.41%	80,365 $2.34 Million
Q3 2023 Oct 30, 2023	BUY	$24.97 - $27.69 $122,802 - $136,179	4,918 Added 6.14%	84,962 $2.15 Million
Q2 2023 Aug 07, 2023	BUY	$23.17 - $25.7 $27,919 - $30,968	1,205 Added 1.53%	80,044 $2.06 Million
Q1 2023 May 12, 2023	BUY	$23.74 - $28.31 $4,178 - $4,982	176 Added 0.22%	78,839 $1.97 Million
Q4 2022 Feb 10, 2023	BUY	$22.47 - $26.46 $7,010 - $8,255	312 Added 0.4%	78,663 $1.95 Million
Q3 2022 Nov 09, 2022	BUY	$21.77 - $26.17 $1.41 Million - $1.69 Million	64,584 Added 469.12%	78,351 $1.71 Million
Q2 2022 Aug 10, 2022	BUY	$22.18 - $26.16 $305,352 - $360,144	13,767 New	13,767 $311,000

Others Institutions Holding DFSV

# of Institutions

497

Shares Held

140M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sc&H Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sc&H Financial Advisors, Inc. with notifications on news.

Account

Sc&H Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History