Omni 360 Wealth, Inc. Dimensional ETF Tr Transaction History

Omni 360 Wealth, Inc.

$153 Billion
Q3 2024

A detailed history of Omni 360 Wealth, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 76,066 shares of DFIV stock, worth $2.7 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares

76,066

Previous 86,769 12.34%

Holding current value

$2.7 Million

Previous $3.12 Billion 7.11%

% of portfolio

1.89%

Previous 2.32%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$34.66 - $38.38 $370,965 - $410,781	-10,703 Reduced 12.34%	76,066 $2.9 Billion
Q2 2024 Jul 19, 2024	BUY	$35.5 - $38.02 $315,169 - $337,541	8,878 Added 11.4%	86,769 $3.12 Billion
Q1 2024 Apr 19, 2024	BUY	$33.15 - $36.75 $160,777 - $178,237	4,850 Added 6.64%	77,891 $2.86 Billion
Q4 2023 Feb 08, 2024	BUY	$30.86 - $34.46 $2.25 Million - $2.52 Million	73,041 New	73,041 $2.51 Billion

Others Institutions Holding DFIV

# of Institutions

559

Shares Held

193M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Omni 360 Wealth, Inc. Dimensional ETF Tr Transaction History