Wealth Shield Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Wealth Shield Partners, LLC

$690 Million
Q4 2024

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 1,171 shares of DISV stock, worth $33,385. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,171

Previous 1,267 7.58%

Holding current value

$33,385

Previous $36,000 13.89%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$26.18 - $28.77 $2,513 - $2,761	-96 Reduced 7.58%	1,171 $31,000
Q3 2024 Nov 04, 2024	BUY	$26.06 - $29.18 $104 - $116	4 Added 0.32%	1,267 $36,000
Q2 2024 Jul 26, 2024	BUY	$26.23 - $28.56 $472 - $514	18 Added 1.45%	1,263 $33,000
Q1 2024 Apr 29, 2024	SELL	$24.73 - $27.24 $9,694 - $10,678	-392 Reduced 23.95%	1,245 $33,000
Q4 2023 Jan 23, 2024	SELL	$22.43 - $25.87 $4,486 - $5,174	-200 Reduced 10.89%	1,637 $42,000
Q3 2023 Oct 25, 2023	BUY	$23.27 - $25.13 $162 - $175	7 Added 0.38%	1,837 $43,000
Q2 2023 Aug 03, 2023	SELL	$23.01 - $24.6 $874 - $934	-38 Reduced 2.03%	1,830 $43,000
Q1 2023 May 08, 2023	BUY	$22.4 - $24.75 $41,843 - $46,233	1,868 New	1,868 $44,000

Others Institutions Holding DISV

# of Institutions

320

Shares Held

65M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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Wealth Shield Partners, LLC Dimensional ETF Tr Dimensional Transaction History