Mattern Wealth Management LLC Dimensional ETF Tr Transaction History

Mattern Wealth Management LLC

  • $426 Million
  • Q3 2024

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 81,446 shares of DFIV stock, worth $2.97 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
81,446
Previous 74,270 9.66%
Holding current value
$2.97 Million
Previous $2.67 Million 16.19%
% of portfolio
0.73%
Previous 0.66%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
558
Shares Held
193M
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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