Mattern Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Mattern Wealth Management LLC

  • $426 Million
  • Q3 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 622,239 shares of DFIC stock, worth $16.7 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares
622,239
Previous 309,317 101.17%
Holding current value
$16.7 Million
Previous $8.13 Million 115.34%
% of portfolio
4.11%
Previous 2.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
348
Shares Held
225M
Call Options Held
900
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 Mattern Wealth Management LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email