Mowery & Schoenfeld Wealth Management, LLC Dimensional ETF Tr Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $51.4 Billion
  • Q4 2024

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 1,053 shares of DFIV stock, worth $42,930. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,053
Previous 9,205 88.56%
Holding current value
$42,930
Previous $351 Million 89.34%
% of portfolio
0.07%
Previous 0.55%

Shares

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

Feb 10, 2025
SELL
$34.86 - $37.97 $284,178 - $309,531
-8,152 Reduced 88.56%
1,053 $37.4 Million
Q2 2024

Aug 14, 2024
BUY
$35.5 - $38.02 $121,871 - $130,522
3,433 Added 59.48%
9,205 $331 Million
Q1 2024

May 14, 2024
SELL
$33.15 - $36.75 $15,812 - $17,529
-477 Reduced 7.63%
5,772 $212 Million
Q4 2023

May 14, 2024
BUY
$30.86 - $34.46 $192,844 - $215,340
6,249 New
6,249 $215 Million

Others Institutions Holding DFIV

# of Institutions
628
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
Track This Portfolio

Track Mowery & Schoenfeld Wealth Management, LLC Portfolio

Follow Mowery & Schoenfeld 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 Mowery & Schoenfeld Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mowery & Schoenfeld Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email