Laurel Wealth Planning LLC Dimensional ETF Tr Transaction History

Laurel Wealth Planning LLC

$145 Million
Q1 2025

A detailed history of Laurel Wealth Planning LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 119,737 shares of DFIV stock, worth $4.8 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares

119,737

Previous 117,458 1.94%

Holding current value

$4.8 Million

Previous $4.17 Million 13.08%

% of portfolio

3.25%

Previous 2.69%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$35.33 - $40.77 $80,517 - $92,914	2,279 Added 1.94%	119,737 $4.71 Million
Q4 2024 Feb 03, 2025	BUY	$34.86 - $37.97 $104,824 - $114,175	3,007 Added 2.63%	117,458 $4.17 Million
Q3 2024 Oct 28, 2024	SELL	$34.66 - $38.38 $37,086 - $41,066	-1,070 Reduced 0.93%	114,451 $4.36 Million
Q2 2024 Jul 25, 2024	SELL	$35.5 - $38.02 $454,826 - $487,112	-12,812 Reduced 9.98%	115,521 $4.15 Million
Q1 2024 Apr 22, 2024	BUY	$33.15 - $36.75 $137,804 - $152,769	4,157 Added 3.35%	128,333 $4.72 Million
Q4 2023 Feb 09, 2024	BUY	$30.86 - $34.46 $52,801 - $58,961	1,711 Added 1.4%	124,176 $4.27 Million
Q3 2023 Oct 27, 2023	BUY	$32.1 - $34.42 $316,538 - $339,415	9,861 Added 8.76%	122,465 $4 Million
Q2 2023 Jul 19, 2023	BUY	$31.45 - $33.77 $276,697 - $297,108	8,798 Added 8.48%	112,604 $3.7 Million
Q1 2023 Apr 18, 2023	BUY	$30.43 - $33.38 $583,647 - $640,228	19,180 Added 22.66%	103,806 $3.35 Million
Q4 2022 Feb 01, 2023	SELL	$25.88 - $31.1 $74,016 - $88,946	-2,860 Reduced 3.27%	84,626 $2.57 Million
Q3 2022 Nov 02, 2022	SELL	$25.71 - $30.57 $31,880 - $37,906	-1,240 Reduced 1.4%	87,486 $2.25 Million
Q2 2022 Aug 09, 2022	BUY	$28.66 - $33.84 $913,336 - $1.08 Million	31,868 Added 56.05%	88,726 $2.56 Million
Q1 2022 Apr 28, 2022	BUY	$30.75 - $35.49 $1.75 Million - $2.02 Million	56,858 New	56,858 $1.9 Million

Others Institutions Holding DFIV

# of Institutions

662

Shares Held

214M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Laurel Wealth Planning LLC Dimensional ETF Tr Transaction History