Sentinel Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History

Sentinel Wealth Management, Inc.

  • $118 Million
  • Q4 2025

A detailed history of Sentinel Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sentinel Wealth Management, Inc. holds 255,418 shares of DFSV stock, worth $8.02 Million. This represents 6.79% of its overall portfolio holdings.

Number of Shares
255,418
Previous 239,196 6.78%
Holding current value
$8.02 Million
Previous $7.62 Million 5.3%
% of portfolio
6.79%
Previous 6.62%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$30.55 - $32.35 $495,582 - $524,781
16,222 Added 6.78%
255,418 $8.02 Million
Q3 2025

Nov 10, 2025
BUY
$29.2 - $32.74 $156,044 - $174,962
5,344 Added 2.29%
239,196 $7.62 Million
Q2 2025

Jan 08, 2026
SELL
$24.21 - $29.47 $522,112 - $635,550
-21,566 Reduced 8.44%
233,852 $6.88 Billion
Q2 2025

Aug 14, 2025
BUY
$24.21 - $29.47 $5.66 Million - $6.89 Million
233,852 New
233,852 $6.88 Million

Others Institutions Holding DFSV

# of Institutions
495
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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