Perigon Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

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 38,139 shares of DFIC stock, worth $1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
38,139
Previous 33,682 13.23%
Holding current value
$1 Million
Previous $885,000 21.24%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
362
Shares Held
234M
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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