Peninsula Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Peninsula Wealth, LLC

$558 Million
Q3 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 60,061 shares of DFIC stock, worth $1.56 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

60,061

Previous 64,078 6.27%

Holding current value

$1.56 Million

Previous $1.68 Million 0.36%

% of portfolio

0.3%

Previous 0.33%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

364

Shares Held

234M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Peninsula Wealth, LLC Dimensional ETF Tr Dimensional Transaction History