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 497,229 shares of DFIC stock, worth $13.1 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares
497,229
Previous 918,331 45.86%
Holding current value
$13.1 Million
Previous $12.8 Million 9.15%
% of portfolio
2.46%
Previous 2.35%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$25.36 - $28.37 $10.7 Million - $11.9 Million
-421,102 Reduced 45.86%
497,229 $14 Million
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

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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