Ae Wealth Management LLC Dimensional ETF Tr Transaction History

Ae Wealth Management LLC

  • $9.03 Billion
  • Q2 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 152,258 shares of DFIV stock, worth $5.69 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
152,258
Previous 141,284 7.77%
Holding current value
$5.69 Million
Previous $5.19 Million 5.39%
% of portfolio
0.06%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
541
Shares Held
191M
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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