Mission Wealth Management, LP Dimensional ETF Tr Transaction History

Mission Wealth Management, LP

  • $4.1 Billion
  • Q3 2024

A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mission Wealth Management, LP holds 5,824 shares of DFIV stock, worth $207,916. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,824
Previous 5,824 -0.0%
Holding current value
$207,916
Previous $209,000 5.74%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$35.5 - $38.02 $159,324 - $170,633
-4,488 Reduced 43.52%
5,824 $209,000
Q1 2024

Apr 30, 2024
BUY
$33.15 - $36.75 $122,853 - $136,195
3,706 Added 56.1%
10,312 $378,000
Q4 2023

Feb 05, 2024
BUY
$30.86 - $34.46 $203,861 - $227,642
6,606 New
6,606 $226,000
Q4 2022

Feb 02, 2023
BUY
$25.88 - $31.1 $181,108 - $217,637
6,998 New
6,998 $212,000
Q4 2021

Feb 11, 2022
BUY
$31.61 - $34.21 $250,635 - $271,251
7,929 New
7,929 $260,000

Others Institutions Holding DFIV

# of Institutions
559
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
Track This Portfolio

Track Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP 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 Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email