Fin Dec Wealth Services, Inc. Dimensional ETF Tr Transaction History

Fin Dec Wealth Services, Inc.

$172 Billion
Q3 2024

A detailed history of Fin Dec Wealth Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 177,801 shares of DFIV stock, worth $6.32 Million. This represents 3.93% of its overall portfolio holdings.

Number of Shares

177,801

Previous 172,654 2.98%

Holding current value

$6.32 Million

Previous $6.21 Billion 9.11%

% of portfolio

3.93%

Previous 3.92%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$34.66 - $38.38 $178,395 - $197,541	5,147 Added 2.98%	177,801 $6.77 Billion
Q2 2024 Jul 17, 2024	SELL	$35.5 - $38.02 $7,064 - $7,565	-199 Reduced 0.12%	172,654 $6.21 Billion
Q1 2024 May 13, 2024	SELL	$33.15 - $36.75 $80,355 - $89,082	-2,424 Reduced 1.38%	172,853 $6.35 Billion
Q4 2023 Feb 07, 2024	BUY	$30.86 - $34.46 $126,155 - $140,872	4,088 Added 2.39%	175,277 $6.02 Billion
Q3 2023 Oct 19, 2023	BUY	$32.1 - $34.42 $47,957 - $51,423	1,494 Added 0.88%	171,189 $5.58 Billion
Q2 2023 Jul 19, 2023	BUY	$31.45 - $33.77 $331,011 - $355,429	10,525 Added 6.61%	169,695 $5.57 Billion
Q1 2023 May 10, 2023	BUY	$30.43 - $33.38 $2.04 Million - $2.24 Million	67,011 Added 72.71%	159,170 $5.13 Billion
Q4 2022 Jan 25, 2023	BUY	$25.88 - $31.1 $2.39 Million - $2.87 Million	92,159 New	92,159 $2.8 Billion

Others Institutions Holding DFIV

# of Institutions

559

Shares Held

193M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fin Dec Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fin Dec Wealth Services, Inc. with notifications on news.

Account

Fin Dec Wealth Services, Inc. Dimensional ETF Tr Transaction History