Creative One Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Creative One Wealth, LLC

$3 Billion
Q4 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 46,937 shares of DFIC stock, worth $1.29 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

46,937

Previous 44,748 4.89%

Holding current value

$1.29 Million

Previous $1.26 Million 3.65%

% of portfolio

0.04%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$25.61 - $28.0 $56,060 - $61,292	2,189 Added 4.89%	46,937 $1.21 Million
Q3 2024 Nov 13, 2024	BUY	$25.36 - $28.37 $572,248 - $640,169	22,565 Added 101.72%	44,748 $1.26 Million
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

438

Shares Held

2.28B

Call Options Held

5.9K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Creative One Wealth, LLC Dimensional ETF Tr Dimensional Transaction History