One Charles Private Wealth Services, LLC Dimensional ETF Tr Transaction History

One Charles Private Wealth Services, LLC

  • $325 Million
  • Q2 2025

A detailed history of One Charles Private Wealth Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 11,721 shares of DFIV stock, worth $546,550. This represents 0.15% of its overall portfolio holdings.

Number of Shares
11,721
Previous 11,721 -0.0%
Holding current value
$546,550
Previous $461,000 8.89%
% of portfolio
0.15%
Previous 0.16%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
BUY
$30.86 - $34.46 $361,710 - $403,905
11,721 New
11,721 $402,000

Others Institutions Holding DFIV

# of Institutions
747
Shares Held
261M
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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