Bartlett & Co. Wealth Management LLC Dimensional ETF Tr Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 2,248 shares of DFIV stock, worth $82,703. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,248
Previous 2,248 -0.0%
Holding current value
$82,703
Previous $80.8 Million 5.95%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$33.15 - $36.75 $58,907 - $65,304
-1,777 Reduced 44.15%
2,248 $82.6 Million
Q4 2023

Feb 14, 2024
BUY
$30.86 - $34.46 $54,838 - $61,235
1,777 Added 79.05%
4,025 $138 Million
Q3 2021

Feb 13, 2024
BUY
$32.25 - $33.65 $72,498 - $75,645
2,248 New
2,248 $73.6 Million

Others Institutions Holding DFIV

# of Institutions
559
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
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