Liberty Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 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 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

# of Institutions
364
Shares Held
234M
Call Options Held
0
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 Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC 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 Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email