Beta Wealth Group, Inc. Dimensional ETF Tr Transaction History

Beta Wealth Group, Inc.

  • $189 Million
  • Q1 2024

A detailed history of Beta Wealth Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 9,902 shares of DFIV stock, worth $355,877. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,902
Previous 12,730 22.22%
Holding current value
$355,877
Previous $437,000 16.93%
% of portfolio
0.19%
Previous 0.25%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$33.15 - $36.75 $93,748 - $103,929
-2,828 Reduced 22.22%
9,902 $363,000
Q4 2023

Feb 09, 2024
SELL
$30.86 - $34.46 $18,577 - $20,744
-602 Reduced 4.52%
12,730 $437,000
Q3 2023

Nov 13, 2023
BUY
$32.1 - $34.42 $353 - $378
11 Added 0.08%
13,332 $434,000
Q2 2023

Aug 11, 2023
SELL
$31.45 - $33.77 $44,218 - $47,480
-1,406 Reduced 9.55%
13,321 $437,000
Q1 2023

May 09, 2023
SELL
$30.43 - $33.38 $50,848 - $55,777
-1,671 Reduced 10.19%
14,727 $474,000
Q4 2022

Feb 10, 2023
SELL
$28.34 - $31.1 $41,971 - $46,059
-1,481 Reduced 8.28%
16,398 $498,000
Q3 2022

Nov 01, 2022
BUY
$26.42 - $30.57 $472,363 - $546,561
17,879 New
17,879 $461,000

Others Institutions Holding DFIV

# of Institutions
506
Shares Held
168M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Beta Wealth Group, Inc. Portfolio

Follow Beta Wealth Group, 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 Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email