Market Street Wealth Management Advisors LLC Dimensional ETF Tr Transaction History

Market Street Wealth Management Advisors LLC

  • $545 Million
  • Q4 2024

A detailed history of Market Street Wealth Management Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 456,870 shares of DFIV stock, worth $17 Million. This represents 2.97% of its overall portfolio holdings.

Number of Shares
456,870
Previous 452,686 0.92%
Holding current value
$17 Million
Previous $17.2 Million 5.99%
% of portfolio
2.97%
Previous 3.12%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$34.86 - $37.97 $145,854 - $158,866
4,184 Added 0.92%
456,870 $16.2 Million
Q3 2024

Oct 16, 2024
BUY
$34.66 - $38.38 $190,664 - $211,128
5,501 Added 1.23%
452,686 $17.2 Million
Q2 2024

Jul 29, 2024
BUY
$35.5 - $38.02 $100,500 - $107,634
2,831 Added 0.64%
447,185 $16.1 Million
Q1 2024

Apr 11, 2024
SELL
$33.15 - $36.75 $265,200 - $294,000
-8,000 Reduced 1.77%
444,354 $16.3 Million
Q4 2023

Jan 29, 2024
SELL
$30.86 - $34.46 $8.51 Million - $9.5 Million
-275,804 Reduced 37.88%
452,354 $15.5 Million
Q3 2023

Oct 12, 2023
BUY
$32.1 - $34.42 $5.11 Million - $5.48 Million
159,072 Added 27.95%
728,158 $23.8 Million
Q2 2023

Jul 12, 2023
SELL
$31.45 - $33.77 $74,159 - $79,629
-2,358 Reduced 0.41%
569,086 $18.7 Million
Q1 2023

Apr 18, 2023
SELL
$30.43 - $33.38 $4.15 Million - $4.55 Million
-136,342 Reduced 19.26%
571,444 $18.4 Million
Q4 2022

Jan 20, 2023
BUY
$25.88 - $31.1 $3.85 Million - $4.63 Million
148,746 Added 26.61%
707,786 $0
Q3 2022

Oct 21, 2022
SELL
$25.71 - $30.57 $202,851 - $241,197
-7,890 Reduced 1.39%
559,040 $14.4 Million
Q2 2022

Jul 21, 2022
BUY
$28.66 - $33.84 $16.2 Million - $19.2 Million
566,930 New
566,930 $16.4 Million
Q1 2022

Apr 12, 2022
SELL
$30.75 - $35.49 $2.59 Million - $2.99 Million
-84,273 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$31.61 - $34.21 $2.66 Million - $2.88 Million
84,273 New
84,273 $2.77 Million

Others Institutions Holding DFIV

# of Institutions
569
Shares Held
195M
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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