Congress Wealth Management LLC Dimensional ETF Tr Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 5,260 shares of DFIV stock, worth $186,677. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,260
Holding current value
$186,677
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$34.66 - $38.38 $182,311 - $201,878
5,260 New
5,260 $200,000
Q3 2022

Nov 08, 2022
BUY
$25.71 - $30.57 $207,711 - $246,975
8,079 New
8,079 $208,000
Q2 2022

Aug 11, 2022
SELL
$28.66 - $33.84 $2.65 Million - $3.13 Million
-92,584 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$30.75 - $35.49 $52,736 - $60,865
1,715 Added 1.89%
92,584 $3.1 Million
Q4 2021

Feb 04, 2022
BUY
$31.61 - $34.21 $2.87 Million - $3.11 Million
90,869 New
90,869 $2.98 Million

Others Institutions Holding DFIV

# of Institutions
559
Shares Held
193M
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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