Creative One Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Creative One Wealth, LLC

  • $1.97 Billion
  • Q2 2024

A detailed history of Creative One Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative One Wealth, LLC holds 22,183 shares of DFIC stock, worth $610,919. This represents 0.03% of its overall portfolio holdings.

Number of Shares
22,183
Previous 28,365 21.79%
Holding current value
$610,919
Previous $759,000 23.19%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 14, 2024
SELL
$25.73 - $27.44 $159,062 - $169,634
-6,182 Reduced 21.79%
22,183 $583,000
Q1 2024

May 14, 2024
BUY
$24.62 - $26.83 $380,772 - $414,952
15,466 Added 119.9%
28,365 $759,000
Q4 2023

Feb 09, 2024
BUY
$22.18 - $25.58 $286,099 - $329,956
12,899 New
12,899 $329,000
Q2 2023

Aug 16, 2023
BUY
$23.45 - $24.88 $260,318 - $276,192
11,101 New
11,101 $269,000

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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