Fonville Wealth Management LLC Dimensional ETF Tr Transaction History

Fonville Wealth Management LLC

  • $303 Billion
  • Q4 2024

A detailed history of Fonville Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fonville Wealth Management LLC holds 211,804 shares of DFIV stock, worth $8.18 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares
211,804
Previous 180,786 17.16%
Holding current value
$8.18 Million
Previous $6.88 Billion 9.16%
% of portfolio
2.48%
Previous 2.38%

Shares

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

Jan 28, 2025
BUY
$34.86 - $37.97 $1.08 Million - $1.18 Million
31,018 Added 17.16%
211,804 $7.51 Billion
Q3 2024

Oct 28, 2024
BUY
$34.66 - $38.38 $327,467 - $362,614
9,448 Added 5.51%
180,786 $6.88 Billion
Q2 2024

Jul 30, 2024
BUY
$35.5 - $38.02 $658,347 - $705,080
18,545 Added 12.14%
171,338 $6.16 Billion
Q1 2024

Apr 26, 2024
BUY
$33.15 - $36.75 $688,658 - $763,444
20,774 Added 15.74%
152,793 $5.62 Billion
Q4 2023

Jan 31, 2024
BUY
$30.86 - $34.46 $4.07 Million - $4.55 Million
132,019 New
132,019 $4.54 Billion

Others Institutions Holding DFIV

# of Institutions
625
Shares Held
214M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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