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 $6.74 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares
180,786
Previous 171,338 5.51%
Holding current value
$6.74 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
539
Shares Held
185M
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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