Wealth Shield Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Wealth Shield Partners, LLC

  • $839 Million
  • Q3 2025

A detailed history of Wealth Shield Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 3,948 shares of DFSV stock, worth $123,967. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,948
Previous 3,930 0.46%
Holding current value
$123,967
Previous $115,000 8.7%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 31, 2025
BUY
$29.2 - $32.74 $525 - $589
18 Added 0.46%
3,948 $125,000
Q2 2025

Aug 08, 2025
BUY
$24.21 - $29.47 $435 - $530
18 Added 0.46%
3,930 $115,000
Q1 2025

May 09, 2025
BUY
$27.56 - $32.1 $303 - $353
11 Added 0.28%
3,912 $110,000
Q4 2024

Feb 04, 2025
SELL
$30.18 - $33.87 $4,768 - $5,351
-158 Reduced 3.89%
3,901 $120,000
Q3 2024

Nov 04, 2024
BUY
$28.25 - $31.7 $367 - $412
13 Added 0.32%
4,059 $125,000
Q2 2024

Jul 26, 2024
BUY
$27.81 - $30.13 $417 - $451
15 Added 0.37%
4,046 $116,000
Q1 2024

Apr 29, 2024
SELL
$27.45 - $30.1 $24,403 - $26,758
-889 Reduced 18.07%
4,031 $121,000
Q4 2023

Jan 23, 2024
SELL
$23.61 - $29.53 $10,459 - $13,081
-443 Reduced 8.26%
4,920 $143,000
Q3 2023

Oct 25, 2023
BUY
$24.97 - $27.69 $399 - $443
16 Added 0.3%
5,363 $135,000
Q2 2023

Aug 03, 2023
BUY
$23.17 - $25.7 $12,002 - $13,312
518 Added 10.73%
5,347 $137,000
Q1 2023

May 08, 2023
BUY
$23.74 - $28.31 $114,640 - $136,708
4,829 New
4,829 $120,000

Others Institutions Holding DFSV

# of Institutions
502
Shares Held
141M
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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