Fonville Wealth Management LLC Dimensional ETF Tr Transaction History

Fonville Wealth Management LLC

  • $252 Billion
  • Q2 2024

A detailed history of Fonville Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fonville Wealth Management LLC holds 171,338 shares of DFIV stock, worth $6.41 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares
171,338
Previous 152,793 12.14%
Holding current value
$6.41 Million
Previous $5.62 Billion 9.67%
% of portfolio
2.44%
Previous 2.49%

Shares

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

Jul 30, 2024
BUY
$35.5 - $38.02 $658,347 - $705,080
18,545 Added 12.14%
171,338 $6.16 Billion
Q1 2024

Apr 26, 2024
BUY
$33.15 - $36.75 $688,658 - $763,444
20,774 Added 15.74%
152,793 $5.62 Billion
Q4 2023

Jan 31, 2024
BUY
$30.86 - $34.46 $4.07 Million - $4.55 Million
132,019 New
132,019 $4.54 Billion

Others Institutions Holding DFIV

# of Institutions
527
Shares Held
184M
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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