Assetmark, Inc Dimensional ETF Tr Transaction History

Assetmark, Inc

  • $41.6 Billion
  • Q2 2025

A detailed history of Assetmark, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Assetmark, Inc holds 3,016 shares of DFIV stock, worth $138,796. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,016
Previous 2,789 8.14%
Holding current value
$138,796
Previous $109,000 18.35%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$34.67 - $43.21 $7,870 - $9,808
227 Added 8.14%
3,016 $129,000
Q1 2025

May 06, 2025
BUY
$35.33 - $40.77 $27,734 - $32,004
785 Added 39.17%
2,789 $109,000
Q4 2024

Feb 06, 2025
BUY
$34.86 - $37.97 $15,094 - $16,441
433 Added 27.56%
2,004 $71,000
Q3 2024

Nov 01, 2024
SELL
$34.66 - $38.38 $415 - $460
-12 Reduced 0.76%
1,571 $59,000
Q2 2024

Aug 13, 2024
BUY
$35.5 - $38.02 $56,196 - $60,185
1,583 New
1,583 $56,000
Q1 2022

May 13, 2022
SELL
$30.75 - $35.49 $3,567 - $4,116
-116 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$31.61 - $34.21 $3,666 - $3,968
116 New
116 $4,000

Others Institutions Holding DFIV

# of Institutions
773
Shares Held
269M
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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