Wealthsource Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthsource Partners, LLC holds 112,643 shares of DFSV stock, worth $3.54 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
112,643
Previous 103,007 9.35%
Holding current value
$3.54 Million
Previous $2.61 Million 25.67%
% of portfolio
0.22%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$23.61 - $29.53 $227,505 - $284,551
9,636 Added 9.35%
112,643 $3.28 Million
Q3 2023

Nov 09, 2023
SELL
$24.97 - $27.69 $29,539 - $32,757
-1,183 Reduced 1.14%
103,007 $2.61 Million
Q2 2023

Aug 14, 2023
BUY
$23.17 - $25.7 $254,059 - $281,800
10,965 Added 11.76%
104,190 $2.68 Million
Q1 2023

May 15, 2023
BUY
$23.74 - $28.31 $76,324 - $91,016
3,215 Added 3.57%
93,225 $2.32 Million
Q4 2022

Feb 09, 2023
BUY
$22.47 - $26.46 $2.02 Million - $2.38 Million
90,010 New
90,010 $2.23 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
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, 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 Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email