A detailed history of Assetmark, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Assetmark, Inc holds 1,571 shares of DFIV stock, worth $58,739. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,571
Previous 1,583 0.76%
Holding current value
$58,739
Previous $56,000 5.36%
% of portfolio
0.0%
Previous 0.0%

Shares

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

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Assetmark, Inc Portfolio

Follow Assetmark, Inc 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 Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.