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 $1.84 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

60,485

Previous 60,061 0.71%

Holding current value

$1.84 Million

Previous $1.69 Million 7.51%

% of portfolio

0.27%

Previous 0.3%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

471

Shares Held

279M

Call Options Held

6.6K

Put Options Held

3.9K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peninsula Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peninsula Wealth, LLC with notifications on news.

Account

Peninsula Wealth, LLC Dimensional ETF Tr Dimensional Transaction History