Mc Lean Asset Management Corp Dimensional ETF Tr Transaction History

Mc Lean Asset Management Corp

  • $292 Billion
  • Q1 2024

A detailed history of Mc Lean Asset Management Corp transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mc Lean Asset Management Corp holds 418,316 shares of DFIV stock, worth $15.1 Million. This represents 5.33% of its overall portfolio holdings.

Number of Shares
418,316
Previous 423,712 1.27%
Holding current value
$15.1 Million
Previous $14.5 Billion 7.1%
% of portfolio
5.33%
Previous 5.45%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024
SELL
$33.15 - $36.75 $178,877 - $198,303
-5,396 Reduced 1.27%
418,316 $15.6 Billion
Q4 2023

Jan 08, 2024
BUY
$30.86 - $34.46 $387,015 - $432,162
12,541 Added 3.05%
423,712 $14.5 Billion
Q3 2023

Oct 11, 2023
SELL
$32.1 - $34.42 $17,783 - $19,068
-554 Reduced 0.13%
411,171 $13.4 Billion
Q2 2023

Jul 10, 2023
SELL
$31.45 - $33.77 $157,658 - $169,289
-5,013 Reduced 1.2%
411,725 $13.5 Billion
Q1 2023

Apr 11, 2023
SELL
$30.43 - $33.38 $2.7 Million - $2.96 Million
-88,601 Reduced 17.53%
416,738 $13.4 Billion
Q4 2022

Jan 19, 2023
BUY
$28.34 - $31.1 $1.18 Million - $1.29 Million
41,482 Added 8.94%
505,339 $15.4 Billion
Q3 2022

Oct 12, 2022
BUY
$26.42 - $30.57 $696,827 - $806,283
26,375 Added 6.03%
463,857 $12.3 Million
Q2 2022

Jul 07, 2022
BUY
$28.66 - $33.84 $12.5 Million - $14.8 Million
437,482 New
437,482 $12.1 Million
Q1 2022

Apr 08, 2022
SELL
$30.75 - $35.49 $13.3 Million - $15.4 Million
-433,378 Closed
0 $0
Q4 2021

Jan 14, 2022
BUY
$31.61 - $34.21 $39,828 - $43,104
1,260 Added 0.29%
433,378 $15.2 Million
Q3 2021

Oct 27, 2021
BUY
$32.25 - $33.65 $13.9 Million - $14.5 Million
432,118 New
432,118 $14.8 Million

Others Institutions Holding DFIV

# of Institutions
506
Shares Held
168M
Call Options Held
400
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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