A detailed history of Waterway Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 459,362 shares of DFSV stock, worth $14.2 Million. This represents 6.08% of its overall portfolio holdings.

Number of Shares
459,362
Previous 449,671 2.16%
Holding current value
$14.2 Million
Previous $12.9 Billion 9.33%
% of portfolio
6.08%
Previous 6.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$28.25 - $31.7 $273,770 - $307,204
9,691 Added 2.16%
459,362 $14.1 Billion
Q2 2024

Jul 25, 2024

SELL
$27.81 - $30.13 $602,865 - $653,158
-21,678 Reduced 4.6%
449,671 $12.9 Billion
Q1 2024

Apr 18, 2024

BUY
$27.45 - $30.1 $23,689 - $25,976
863 Added 0.18%
471,349 $14.2 Billion
Q4 2023

Jan 17, 2024

BUY
$23.61 - $29.53 $11.1 Million - $13.9 Million
470,486 New
470,486 $13.7 Billion

Others Institutions Holding DFSV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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