Litman Gregory Wealth Management LLC Dimensional ETF Tr Transaction History

Litman Gregory Wealth Management LLC

  • $1.19 Billion
  • Q3 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 9,054 shares of DFIV stock, worth $316,437. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,054
Previous 7,918 14.35%
Holding current value
$316,437
Previous $284,000 21.13%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 22, 2024
BUY
$34.66 - $38.38 $39,373 - $43,599
1,136 Added 14.35%
9,054 $344,000
Q2 2024

Jul 30, 2024
SELL
$35.5 - $38.02 $19,454 - $20,834
-548 Reduced 6.47%
7,918 $284,000
Q1 2024

May 03, 2024
BUY
$33.15 - $36.75 $563 - $624
17 Added 0.2%
8,466 $311,000
Q4 2023

Jan 31, 2024
SELL
$30.86 - $34.46 $27,403 - $30,600
-888 Reduced 9.51%
8,449 $290,000
Q3 2023

Oct 23, 2023
BUY
$32.1 - $34.42 $2,343 - $2,512
73 Added 0.79%
9,337 $304,000
Q2 2023

Aug 09, 2023
BUY
$31.45 - $33.77 $291,352 - $312,845
9,264 New
9,264 $304,000

Others Institutions Holding DFIV

# of Institutions
559
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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