Liberty Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Liberty Wealth Management LLC

$546 Million
Q2 2024

A detailed history of Liberty Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Liberty Wealth Management LLC holds 918,331 shares of DFIC stock, worth $25.3 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares

918,331

Previous 490,580 87.19%

Holding current value

$25.3 Million

Previous $13.1 Million 2.35%

% of portfolio

2.35%

Previous 2.56%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$25.73 - $27.44 $11 Million - $11.7 Million	427,751 Added 87.19%	918,331 $12.8 Million
Q1 2024 May 02, 2024	SELL	$24.62 - $26.83 $30,085 - $32,786	-1,222 Reduced 0.25%	490,580 $13.1 Million
Q4 2023 Feb 08, 2024	SELL	$22.18 - $25.58 $19,429 - $22,408	-876 Reduced 0.18%	491,802 $12.6 Million
Q3 2023 Nov 13, 2023	BUY	$23.25 - $25.17 $54,335 - $58,822	2,337 Added 0.48%	492,678 $11.5 Million
Q2 2023 Aug 10, 2023	SELL	$23.45 - $24.88 $1.62 Million - $1.72 Million	-68,950 Reduced 12.33%	490,341 $11.9 Million
Q1 2023 May 03, 2023	SELL	$22.5 - $24.64 $12 Million - $13.1 Million	-531,743 Reduced 48.74%	559,291 $13.5 Million
Q3 2022 Nov 15, 2022	BUY	$19.05 - $23.07 $19.4 Million - $23.4 Million	1,015,763 Added 1349.47%	1,091,034 $20.9 Million
Q2 2022 Aug 15, 2022	BUY	$21.35 - $25.2 $31,598 - $37,296	1,480 Added 2.01%	75,271 $1.62 Million
Q1 2022 May 09, 2022	BUY	$24.91 - $25.44 $1.84 Million - $1.88 Million	73,791 New	73,791 $1.8 Million

Others Institutions Holding DFIC

# of Institutions

343

Shares Held

221M

Call Options Held

900

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Liberty Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History