Zhang Financial LLC Dimensional ETF Tr Dimensional Transaction History

Zhang Financial LLC

  • $1.73 Billion
  • Q4 2024

A detailed history of Zhang Financial LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Zhang Financial LLC holds 663,624 shares of DFSV stock, worth $20.6 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
663,624
Previous 588,945 12.68%
Holding current value
$20.6 Million
Previous $18.1 Million 12.61%
% of portfolio
1.18%
Previous 1.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$30.18 - $33.87 $2.25 Million - $2.53 Million
74,679 Added 12.68%
663,624 $20.4 Million
Q3 2024

Oct 15, 2024
BUY
$28.25 - $31.7 $1.44 Million - $1.61 Million
50,817 Added 9.44%
588,945 $18.1 Million
Q2 2024

Jul 19, 2024
BUY
$27.81 - $30.13 $1.46 Million - $1.58 Million
52,526 Added 10.82%
538,128 $15.5 Million
Q1 2024

Apr 24, 2024
BUY
$27.45 - $30.1 $2.99 Million - $3.28 Million
109,035 Added 28.96%
485,602 $14.6 Million
Q4 2023

Jan 31, 2024
BUY
$23.61 - $29.53 $2.1 Million - $2.62 Million
88,734 Added 30.83%
376,567 $11 Million
Q3 2023

Oct 11, 2023
BUY
$24.97 - $27.69 $2.12 Million - $2.35 Million
84,709 Added 41.7%
287,833 $7.29 Million
Q2 2023

Jul 18, 2023
BUY
$23.17 - $25.7 $2.33 Million - $2.59 Million
100,735 Added 98.38%
203,124 $5.22 Million
Q1 2023

May 10, 2023
BUY
$23.74 - $28.31 $1.44 Million - $1.72 Million
60,691 Added 145.55%
102,389 $2.55 Million
Q4 2022

May 17, 2023
SELL
$22.47 - $26.46 $1.36 Million - $1.61 Million
-60,691 Reduced 59.27%
41,698 $1.03 Million
Q4 2022

Jan 17, 2023
BUY
$22.47 - $26.46 $936,954 - $1.1 Million
41,698 New
41,698 $1.03 Million

Others Institutions Holding DFSV

# of Institutions
402
Shares Held
107M
Call Options Held
10.1K
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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