Mowery & Schoenfeld Wealth Management, LLC Dimensional ETF Tr Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $63.3 Billion
  • Q3 2024

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 9,205 shares of DFIV stock, worth $321,714. This represents 0.55% of its overall portfolio holdings.

Number of Shares
9,205
Previous 9,205 -0.0%
Holding current value
$321,714
Previous $331 Million 5.95%
% of portfolio
0.55%
Previous 0.48%

Shares

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

Aug 14, 2024
BUY
$35.5 - $38.02 $121,871 - $130,522
3,433 Added 59.48%
9,205 $331 Million
Q1 2024

May 14, 2024
SELL
$33.15 - $36.75 $15,812 - $17,529
-477 Reduced 7.63%
5,772 $212 Million
Q4 2023

May 14, 2024
BUY
$30.86 - $34.46 $192,844 - $215,340
6,249 New
6,249 $215 Million

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
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