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 $213,799. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,824
Previous 5,824 -0.0%
Holding current value
$213,799
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
537
Shares Held
185M
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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