Perigon Wealth Management, LLC Dimensional ETF Tr Transaction History

Perigon Wealth Management, LLC

$5.25 Billion
Q4 2025

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 138,263 shares of DFIV stock, worth $6.62 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

138,263

Previous 131,243 5.35%

Holding current value

$6.62 Million

Previous $6.05 Million 9.45%

% of portfolio

0.13%

Previous 0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$45.13 - $48.25 $316,812 - $338,715	7,020 Added 5.35%	138,263 $6.62 Million
Q3 2025 Oct 17, 2025	BUY	$42.66 - $46.53 $160,529 - $175,092	3,763 Added 2.95%	131,243 $6.05 Million
Q2 2025 Jul 15, 2025	BUY	$34.67 - $43.21 $237,662 - $296,204	6,855 Added 5.68%	127,480 $5.46 Million
Q1 2025 Apr 23, 2025	BUY	$35.33 - $40.77 $381,775 - $440,560	10,806 Added 9.84%	120,625 $4.75 Million
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

795

Shares Held

258M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Perigon Wealth Management, LLC Dimensional ETF Tr Transaction History