Fonville Wealth Management LLC Dimensional ETF Tr Transaction History

Fonville Wealth Management LLC

$339 Billion
Q1 2025

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 227,782 shares of DFIV stock, worth $9.54 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares

227,782

Previous 211,804 7.54%

Holding current value

$9.54 Million

Previous $7.51 Billion 19.32%

% of portfolio

2.64%

Previous 2.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$35.33 - $40.77 $564,502 - $651,423	15,978 Added 7.54%	227,782 $8.97 Billion
Q4 2024 Jan 28, 2025	BUY	$34.86 - $37.97 $1.08 Million - $1.18 Million	31,018 Added 17.16%	211,804 $7.51 Billion
Q3 2024 Oct 28, 2024	BUY	$34.66 - $38.38 $327,467 - $362,614	9,448 Added 5.51%	180,786 $6.88 Billion
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

686

Shares Held

225M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Fonville Wealth Management LLC Dimensional ETF Tr Transaction History