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 43,755 shares of DISV stock, worth $1.25 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
43,755
Previous 44,567 1.82%
Holding current value
$1.25 Million
Previous $1.06 Million 6.52%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jan 12, 2024
SELL
$22.43 - $25.87 $18,213 - $21,006
-812 Reduced 1.82%
43,755 $1.13 Million
Q3 2023

Nov 09, 2023
BUY
$23.27 - $25.13 $9,517 - $10,278
409 Added 0.93%
44,567 $1.06 Million
Q2 2023

Aug 14, 2023
BUY
$23.01 - $24.6 $1,955 - $2,091
85 Added 0.19%
44,158 $1.04 Million
Q1 2023

May 15, 2023
SELL
$22.4 - $24.75 $23,632 - $26,111
-1,055 Reduced 2.34%
44,073 $1.05 Million
Q4 2022

Feb 09, 2023
BUY
$18.45 - $22.54 $832,611 - $1.02 Million
45,128 New
45,128 $1 Million

Others Institutions Holding DISV

# of Institutions
322
Shares Held
65.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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