Peninsula Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Peninsula Wealth, LLC

  • $581 Million
  • Q4 2024

A detailed history of Peninsula Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Peninsula Wealth, LLC holds 60,485 shares of DFIC stock, worth $1.99 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
60,485
Previous 60,061 0.71%
Holding current value
$1.99 Million
Previous $1.69 Million 7.51%
% of portfolio
0.27%
Previous 0.3%

Shares

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

Feb 13, 2025
BUY
$25.61 - $28.0 $10,858 - $11,872
424 Added 0.71%
60,485 $1.56 Million
Q3 2024

Nov 14, 2024
SELL
$25.36 - $28.37 $101,871 - $113,962
-4,017 Reduced 6.27%
60,061 $1.69 Million
Q2 2024

Aug 13, 2024
SELL
$25.73 - $27.44 $101,710 - $108,470
-3,953 Reduced 5.81%
64,078 $1.68 Million
Q1 2024

May 30, 2024
BUY
$24.62 - $26.83 $1.67 Million - $1.83 Million
68,031 New
68,031 $1.82 Million
Q4 2023

Feb 14, 2024
SELL
$22.18 - $25.58 $18,808 - $21,691
-848 Reduced 1.19%
70,612 $1.8 Million
Q3 2023

Nov 13, 2023
SELL
$23.25 - $25.17 $142,127 - $153,864
-6,113 Reduced 7.88%
71,460 $1.67 Million
Q2 2023

Aug 14, 2023
BUY
$23.45 - $24.88 $38,598 - $40,952
1,646 Added 2.17%
77,573 $1.88 Million
Q1 2023

May 11, 2023
BUY
$22.5 - $24.64 $74,767 - $81,878
3,323 Added 4.58%
75,927 $1.83 Million
Q4 2022

Feb 10, 2023
BUY
$19.06 - $23.03 $624,805 - $754,946
32,781 Added 82.32%
72,604 $1.62 Million
Q3 2022

Nov 14, 2022
BUY
$19.05 - $23.07 $266,261 - $322,449
13,977 Added 54.08%
39,823 $763,000
Q2 2022

Aug 08, 2022
BUY
$21.35 - $25.2 $551,812 - $651,319
25,846 New
25,846 $556,000

Others Institutions Holding DFIC

# of Institutions
518
Shares Held
301M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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