Mattern Wealth Management LLC Dimensional ETF Tr Transaction History

Mattern Wealth Management LLC

$418 Million
Q1 2025

A detailed history of Mattern Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mattern Wealth Management LLC holds 89,351 shares of DFIV stock, worth $3.78 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

89,351

Previous 79,581 12.28%

Holding current value

$3.78 Million

Previous $2.82 Million 24.59%

% of portfolio

0.84%

Previous 0.67%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$35.33 - $40.77 $345,174 - $398,322	9,770 Added 12.28%	89,351 $3.52 Million
Q4 2024 Jan 22, 2025	SELL	$34.86 - $37.97 $65,013 - $70,814	-1,865 Reduced 2.29%	79,581 $2.82 Million
Q3 2024 Oct 21, 2024	BUY	$34.66 - $38.38 $248,720 - $275,414	7,176 Added 9.66%	81,446 $3.1 Million
Q2 2024 Jul 17, 2024	BUY	$35.5 - $38.02 $1.32 Million - $1.41 Million	37,069 Added 99.65%	74,270 $2.67 Million
Q1 2024 May 13, 2024	BUY	$33.15 - $36.75 $157,230 - $174,305	4,743 Added 14.61%	37,201 $1.37 Million
Q4 2023 Feb 12, 2024	BUY	$30.86 - $34.46 $159,237 - $177,813	5,160 Added 18.9%	32,458 $1.12 Million
Q3 2023 Nov 01, 2023	SELL	$32.1 - $34.42 $735,667 - $788,837	-22,918 Reduced 45.64%	27,298 $890,000
Q2 2023 Jul 26, 2023	SELL	$31.45 - $33.77 $47,332 - $50,823	-1,505 Reduced 2.91%	50,216 $1.65 Million
Q1 2023 May 05, 2023	SELL	$30.43 - $33.38 $344,193 - $377,561	-11,311 Reduced 17.94%	51,721 $1.67 Million
Q4 2022 Feb 06, 2023	SELL	$25.88 - $31.1 $642,315 - $771,870	-24,819 Reduced 28.25%	63,032 $1.92 Million
Q3 2022 Nov 01, 2022	SELL	$25.71 - $30.57 $257,794 - $306,525	-10,027 Reduced 10.24%	87,851 $2.26 Million
Q2 2022 Jul 25, 2022	BUY	$28.66 - $33.84 $347,072 - $409,802	12,110 Added 14.12%	97,878 $2.83 Million
Q1 2022 Apr 14, 2022	BUY	$30.75 - $35.49 $2.64 Million - $3.04 Million	85,768 New	85,768 $2.87 Million

Others Institutions Holding DFIV

# of Institutions

687

Shares Held

226M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Mattern Wealth Management LLC Dimensional ETF Tr Transaction History