Mission Wealth Management, LP Dimensional ETF Tr Transaction History

Mission Wealth Management, LP

  • $4.24 Billion
  • Q4 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 132,502 shares of DFIV stock, worth $5.12 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
132,502
Previous 5,824 2175.1%
Holding current value
$5.12 Million
Previous $221,000 2026.24%
% of portfolio
0.11%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$34.86 - $37.97 $4.42 Million - $4.81 Million
126,678 Added 2175.1%
132,502 $4.7 Million
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
625
Shares Held
214M
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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