Kerntke Otto Mc Glone Wealth Management Group Dimensional ETF Tr Dimensional Transaction History

Kerntke Otto Mc Glone Wealth Management Group

  • $130 Million
  • Q4 2024

A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 241,002 shares of DFIC stock, worth $6.79 Million. This represents 4.79% of its overall portfolio holdings.

Number of Shares
241,002
Previous 225,257 6.99%
Holding current value
$6.79 Million
Previous $6.34 Million 1.72%
% of portfolio
4.79%
Previous 5.36%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$25.61 - $28.0 $403,229 - $440,860
15,745 Added 6.99%
241,002 $6.23 Million
Q3 2024

Nov 12, 2024
BUY
$25.36 - $28.37 $387,221 - $433,181
15,269 Added 7.27%
225,257 $6.34 Million
Q2 2024

Aug 14, 2024
BUY
$25.73 - $27.44 $708,166 - $755,231
27,523 Added 15.08%
209,988 $5.52 Million
Q1 2024

May 10, 2024
BUY
$24.62 - $26.83 $1.04 Million - $1.14 Million
42,373 Added 30.25%
182,465 $4.88 Million
Q4 2023

Feb 06, 2024
BUY
$22.18 - $25.58 $108,903 - $125,597
4,910 Added 3.63%
140,092 $3.58 Million
Q3 2023

Nov 13, 2023
BUY
$23.25 - $25.17 $149,125 - $161,440
6,414 Added 4.98%
135,182 $3.16 Million
Q2 2023

Aug 09, 2023
BUY
$23.45 - $24.88 $310,853 - $329,809
13,256 Added 11.48%
128,768 $3.13 Million
Q1 2023

May 04, 2023
BUY
$22.5 - $24.64 $2.6 Million - $2.85 Million
115,512 New
115,512 $2.78 Million

Others Institutions Holding DFIC

# of Institutions
438
Shares Held
2.29B
Call Options Held
5.9K
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
Track This Portfolio

Track Kerntke Otto Mc Glone Wealth Management Group Portfolio

Follow Kerntke Otto Mc Glone Wealth Management Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kerntke Otto Mc Glone Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Kerntke Otto Mc Glone Wealth Management Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email