Perigon Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Perigon Wealth Management, LLC

$4.18 Billion
Q2 2025

A detailed history of Perigon Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 26,977 shares of DFIC stock, worth $835,477. This represents 0.02% of its overall portfolio holdings.

Number of Shares

26,977

Previous 38,692 30.28%

Holding current value

$835,477

Previous $1.07 Million 21.97%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$24.94 - $31.15 $292,172 - $364,922	-11,715 Reduced 30.28%	26,977 $838,000
Q1 2025 Apr 23, 2025	BUY	$25.54 - $28.79 $14,174 - $15,978	555 Added 1.46%	38,692 $1.07 Million
Q4 2024 Jan 22, 2025	SELL	$25.61 - $28.0 $51 - $56	-2 Reduced 0.01%	38,137 $985,000
Q3 2024 Oct 16, 2024	BUY	$25.36 - $28.37 $113,029 - $126,445	4,457 Added 13.23%	38,139 $1.07 Million
Q1 2024 Apr 29, 2024	BUY	$24.62 - $26.83 $418,860 - $456,458	17,013 Added 102.06%	33,682 $900,000
Q4 2023 Jan 29, 2024	SELL	$22.18 - $25.58 $2,861 - $3,299	-129 Reduced 0.77%	16,669 $425,000
Q4 2022 May 01, 2023	SELL	$19.06 - $23.03 $47.5 Million - $57.4 Million	-2,490,822 Reduced 99.33%	16,798 $375,000
Q4 2022 Feb 14, 2023	BUY	$19.06 - $23.03 $47.8 Million - $57.8 Million	2,507,620 New	2,507,620 $56 Million

Others Institutions Holding DFIC

# of Institutions

496

Shares Held

292M

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

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Perigon Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History