Omni 360 Wealth, Inc. Dimensional ETF Tr Transaction History

Omni 360 Wealth, Inc.

$171 Billion
Q1 2025

A detailed history of Omni 360 Wealth, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 105,791 shares of DFIV stock, worth $4.5 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares

105,791

Previous 100,287 5.49%

Holding current value

$4.5 Million

Previous $3.56 Billion 17.03%

% of portfolio

2.44%

Previous 2.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$35.33 - $40.77 $194,456 - $224,398	5,504 Added 5.49%	105,791 $4.16 Billion
Q4 2024 Feb 14, 2025	BUY	$34.86 - $37.97 $844,344 - $919,671	24,221 Added 31.84%	100,287 $3.56 Billion
Q3 2024 Oct 24, 2024	SELL	$34.66 - $38.38 $370,965 - $410,781	-10,703 Reduced 12.34%	76,066 $2.9 Billion
Q2 2024 Jul 19, 2024	BUY	$35.5 - $38.02 $315,169 - $337,541	8,878 Added 11.4%	86,769 $3.12 Billion
Q1 2024 Apr 19, 2024	BUY	$33.15 - $36.75 $160,777 - $178,237	4,850 Added 6.64%	77,891 $2.86 Billion
Q4 2023 Feb 08, 2024	BUY	$30.86 - $34.46 $2.25 Million - $2.52 Million	73,041 New	73,041 $2.51 Billion

Others Institutions Holding DFIV

# of Institutions

689

Shares Held

226M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Omni 360 Wealth, Inc. Dimensional ETF Tr Transaction History