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

Kerntke Otto Mc Glone Wealth Management Group

  • $115 Million
  • Q1 2025

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 54,866 shares of DFIC stock, worth $1.58 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
54,866
Previous 241,002 77.23%
Holding current value
$1.58 Million
Previous $6.23 Million 75.55%
% of portfolio
1.33%
Previous 4.79%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$25.54 - $28.79 $4.75 Million - $5.36 Million
-186,136 Reduced 77.23%
54,866 $1.52 Million
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
459
Shares Held
269M
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
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