Angeles Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Angeles Wealth Management, LLC

  • $1.06 Billion
  • Q2 2024

A detailed history of Angeles Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 32,750 shares of DFIC stock, worth $906,520. This represents 0.08% of its overall portfolio holdings.

Number of Shares
32,750
Previous 43,295 24.36%
Holding current value
$906,520
Previous $1.16 Million 25.73%
% of portfolio
0.08%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$25.73 - $27.44 $271,322 - $289,354
-10,545 Reduced 24.36%
32,750 $860,000
Q1 2024

May 08, 2024
BUY
$24.62 - $26.83 $271,509 - $295,881
11,028 Added 34.18%
43,295 $1.16 Million
Q4 2023

Feb 13, 2024
BUY
$22.18 - $25.58 $715,682 - $825,389
32,267 New
32,267 $823,000

Others Institutions Holding DFIC

# of Institutions
343
Shares Held
221M
Call Options Held
900
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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