Steward Partners Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,287 shares of DFSV stock, worth $40,411. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,287
Previous 2,948 56.34%
Holding current value
$40,411
Previous $86,000 53.49%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
SELL
$29.2 - $32.74 $48,501 - $54,381
-1,661 Reduced 56.34%
1,287 $40,000
Q2 2025

Aug 12, 2025
SELL
$24.21 - $29.47 $992 - $1,208
-41 Reduced 1.37%
2,948 $86,000
Q1 2025

May 13, 2025
SELL
$27.56 - $32.1 $795,078 - $926,052
-28,849 Reduced 90.61%
2,989 $84,000
Q4 2024

Feb 06, 2025
SELL
$30.18 - $33.87 $633 - $711
-21 Reduced 0.07%
31,838 $979,000
Q3 2024

Nov 14, 2024
BUY
$28.25 - $31.7 $900,016 - $1.01 Million
31,859 New
31,859 $981,000

Others Institutions Holding DFSV

# of Institutions
496
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email