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 73,926 shares of DISV stock, worth $1.96 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
73,926
Previous 46,497 58.99%
Holding current value
$1.96 Million
Previous $1.25 Million 71.7%
% of portfolio
0.5%
Previous 0.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$26.06 - $29.18 $714,799 - $800,378
27,429 Added 58.99%
73,926 $2.15 Million
Q2 2024

Jul 17, 2024
BUY
$26.23 - $28.56 $1.22 Million - $1.33 Million
46,497 New
46,497 $1.25 Million

Others Institutions Holding DISV

# of Institutions
274
Shares Held
60.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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