Pensionmark Financial Group, LLC Dimensional ETF Tr Transaction History

Pensionmark Financial Group, LLC

  • $3.09 Billion
  • Q3 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 11,118 shares of DFIV stock, worth $388,574. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,118
Previous 11,118 -0.0%
Holding current value
$388,574
Previous $423,000 -0.0%
% of portfolio
0.01%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$34.66 - $38.38 $184,391 - $204,181
5,320 Added 91.76%
11,118 $423,000
Q2 2024

Aug 14, 2024
BUY
$35.5 - $38.02 $205,829 - $220,439
5,798 New
5,798 $208,000
Q2 2023

Aug 14, 2023
BUY
$31.45 - $33.77 $193,323 - $207,584
6,147 New
6,147 $201,000
Q2 2022

Aug 09, 2022
SELL
$28.66 - $33.84 $23,816 - $28,121
-831 Reduced 9.5%
7,918 $232,000
Q1 2022

May 12, 2022
BUY
$30.75 - $35.49 $32,964 - $38,045
1,072 Added 13.96%
8,749 $293,000
Q4 2021

Feb 11, 2022
BUY
$31.61 - $34.21 $10,368 - $11,220
328 Added 4.46%
7,677 $270,000
Q3 2021

Nov 12, 2021
BUY
$32.25 - $33.65 $237,005 - $247,293
7,349 New
7,349 $241,000

Others Institutions Holding DFIV

# of Institutions
559
Shares Held
193M
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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