Mattern Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Mattern Wealth Management LLC

  • $418 Million
  • Q1 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 63,532 shares of DFSV stock, worth $1.8 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
63,532
Previous 69,275 8.29%
Holding current value
$1.8 Million
Previous $2.13 Million 16.14%
% of portfolio
0.43%
Previous 0.5%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$27.56 - $32.1 $158,277 - $184,350
-5,743 Reduced 8.29%
63,532 $1.79 Million
Q4 2024

Jan 22, 2025
BUY
$30.18 - $33.87 $310,250 - $348,183
10,280 Added 17.43%
69,275 $2.13 Million
Q3 2024

Oct 21, 2024
BUY
$28.25 - $31.7 $93,705 - $105,148
3,317 Added 5.96%
58,995 $1.82 Million
Q2 2024

Jul 17, 2024
BUY
$27.81 - $30.13 $739,523 - $801,216
26,592 Added 91.43%
55,678 $1.6 Million
Q1 2024

May 13, 2024
BUY
$27.45 - $30.1 $163,135 - $178,884
5,943 Added 25.68%
29,086 $875,000
Q4 2023

Feb 12, 2024
BUY
$23.61 - $29.53 $233,314 - $291,815
9,882 Added 74.52%
23,143 $673,000
Q3 2023

Nov 01, 2023
SELL
$24.97 - $27.69 $1.6 Million - $1.77 Million
-64,010 Reduced 82.84%
13,261 $336,000
Q2 2023

Jul 26, 2023
BUY
$23.17 - $25.7 $140,618 - $155,973
6,069 Added 8.52%
77,271 $1.99 Million
Q1 2023

May 05, 2023
BUY
$23.74 - $28.31 $1.37 Million - $1.63 Million
57,653 Added 425.51%
71,202 $1.78 Million
Q4 2022

Feb 06, 2023
BUY
$22.47 - $26.46 $30,379 - $35,773
1,352 Added 11.08%
13,549 $335,000
Q3 2022

Nov 01, 2022
BUY
$21.77 - $26.17 $265,528 - $319,195
12,197 New
12,197 $266,000

Others Institutions Holding DFSV

# of Institutions
437
Shares Held
120M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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