Fonville Wealth Management LLC Dimensional ETF Tr Transaction History

Fonville Wealth Management LLC

  • $289 Billion
  • Q3 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 180,786 shares of DFIV stock, worth $6.56 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares
180,786
Previous 171,338 5.51%
Holding current value
$6.56 Million
Previous $6.16 Billion 11.8%
% of portfolio
2.38%
Previous 2.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
560
Shares Held
193M
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
Track This Portfolio

Track Fonville Wealth Management LLC Portfolio

Follow Fonville Wealth Management 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 Fonville Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fonville Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email