Perigon Wealth Management, LLC Dimensional ETF Tr Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 109,819 shares of DFIV stock, worth $4.08 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
109,819
Previous 91,850 19.56%
Holding current value
$4.08 Million
Previous $3.5 Million 11.38%
% of portfolio
0.1%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$34.86 - $37.97 $626,399 - $682,282
17,969 Added 19.56%
109,819 $3.9 Million
Q3 2024

Oct 16, 2024
SELL
$34.66 - $38.38 $381,571 - $422,525
-11,009 Reduced 10.7%
91,850 $3.5 Million
Q2 2024

Aug 02, 2024
BUY
$35.5 - $38.02 $186,907 - $200,175
5,265 Added 5.39%
102,859 $3.7 Million
Q1 2024

Apr 29, 2024
BUY
$33.15 - $36.75 $3.24 Million - $3.59 Million
97,594 New
97,594 $3.59 Million
Q2 2022

Aug 11, 2022
SELL
$28.66 - $33.84 $327,297 - $386,452
-11,420 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$30.75 - $35.49 $351,165 - $405,295
11,420 New
11,420 $382,000

Others Institutions Holding DFIV

# of Institutions
569
Shares Held
195M
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
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email