Ae Wealth Management LLC Dimensional ETF Tr Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 182,933 shares of DFIV stock, worth $7.32 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

182,933

Previous 165,116 10.79%

Holding current value

$7.32 Million

Previous $6.29 Million 3.2%

% of portfolio

0.06%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$34.86 - $37.97 $621,100 - $676,511	17,817 Added 10.79%	182,933 $6.49 Million
Q3 2024 Nov 14, 2024	BUY	$34.66 - $38.38 $445,658 - $493,490	12,858 Added 8.44%	165,116 $6.29 Million
Q2 2024 Aug 12, 2024	BUY	$35.5 - $38.02 $389,577 - $417,231	10,974 Added 7.77%	152,258 $5.47 Million
Q1 2024 May 15, 2024	BUY	$33.15 - $36.75 $166,910 - $185,036	5,035 Added 3.7%	141,284 $5.19 Million
Q4 2023 Feb 14, 2024	BUY	$30.86 - $34.46 $752,551 - $840,341	24,386 Added 21.8%	136,249 $4.68 Million
Q3 2023 Oct 11, 2023	BUY	$32.1 - $34.42 $606,176 - $649,987	18,884 Added 20.31%	111,863 $3.65 Million
Q2 2023 Jul 10, 2023	BUY	$31.45 - $33.77 $660,795 - $709,541	21,011 Added 29.19%	92,979 $3.05 Million
Q1 2023 Apr 14, 2023	BUY	$30.43 - $33.38 $481,189 - $527,837	15,813 Added 28.16%	71,968 $2.32 Million
Q4 2022 Jan 31, 2023	BUY	$25.88 - $31.1 $304,711 - $366,171	11,774 Added 26.53%	56,155 $1.71 Million
Q3 2022 Oct 25, 2022	BUY	$25.71 - $30.57 $233,472 - $277,606	9,081 Added 25.73%	44,381 $1.14 Million
Q2 2022 Aug 03, 2022	BUY	$28.66 - $33.84 $1.01 Million - $1.19 Million	35,300 New	35,300 $1.02 Million

Others Institutions Holding DFIV

# of Institutions

628

Shares Held

214M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Ae Wealth Management LLC Dimensional ETF Tr Transaction History