Mattern Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Mattern Wealth Management LLC

$439 Million
Q2 2025

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 900,070 shares of DFIC stock, worth $28.5 Million. This represents 6.37% of its overall portfolio holdings.

Number of Shares

900,070

Previous 723,324 24.44%

Holding current value

$28.5 Million

Previous $20.1 Million 39.32%

% of portfolio

6.37%

Previous 4.8%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$24.94 - $31.15 $4.41 Million - $5.51 Million	176,746 Added 24.44%	900,070 $28 Million
Q1 2025 Apr 23, 2025	BUY	$25.54 - $28.79 $274,708 - $309,665	10,756 Added 1.51%	723,324 $20.1 Million
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

493

Shares Held

292M

Call Options Held

6.6K

Put Options Held

3.9K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mattern Wealth Management LLC, based on Form 13F filings with the SEC.

News

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

Account

Mattern Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History