Mattern Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Mattern Wealth Management LLC

$422 Million
Q4 2024

A detailed history of Mattern Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mattern Wealth Management LLC holds 712,568 shares of DFIC stock, worth $20.5 Million. This represents 4.36% of its overall portfolio holdings.

Number of Shares

712,568

Previous 622,239 14.52%

Holding current value

$20.5 Million

Previous $17.5 Million 5.2%

% of portfolio

4.36%

Previous 4.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$25.61 - $28.0 $2.31 Million - $2.53 Million	90,329 Added 14.52%	712,568 $18.4 Million
Q3 2024 Oct 21, 2024	BUY	$25.36 - $28.37 $7.94 Million - $8.88 Million	312,922 Added 101.17%	622,239 $17.5 Million
Q2 2024 Jul 17, 2024	BUY	$25.73 - $27.44 $2.07 Million - $2.21 Million	80,391 Added 35.12%	309,317 $8.13 Million
Q1 2024 May 13, 2024	BUY	$24.62 - $26.83 $385,623 - $420,238	15,663 Added 7.34%	228,926 $6.12 Million
Q4 2023 Feb 12, 2024	BUY	$22.18 - $25.58 $337,646 - $389,404	15,223 Added 7.69%	213,263 $5.44 Million
Q3 2023 Nov 01, 2023	BUY	$23.25 - $25.17 $4.6 Million - $4.98 Million	198,040 New	198,040 $4.62 Million

Others Institutions Holding DFIC

# of Institutions

440

Shares Held

2.29B

Call Options Held

5.9K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Mattern Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History