Soundmark Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Soundmark Wealth Management, LLC

$0
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 11, 2024	BUY	$24.62 - $26.83 $1.83 Million - $1.99 Million	74,157 Added 17.14%	506,788 $13.6 Million
Q4 2023 Jan 09, 2024	BUY	$22.18 - $25.58 $769,601 - $887,574	34,698 Added 8.72%	432,631 $11 Million
Q3 2023 Oct 10, 2023	BUY	$23.25 - $25.17 $2.03 Million - $2.2 Million	87,506 Added 28.19%	397,933 $9.29 Million
Q2 2023 Jul 13, 2023	BUY	$23.45 - $24.88 $940,884 - $998,260	40,123 Added 14.84%	310,427 $7.53 Million
Q1 2023 Apr 10, 2023	BUY	$22.5 - $24.64 $1.87 Million - $2.05 Million	83,062 Added 44.36%	270,304 $6.51 Million
Q4 2022 Jan 12, 2023	BUY	$19.06 - $23.03 $2.26 Million - $2.73 Million	118,488 Added 172.34%	187,242 $0
Q3 2022 Oct 12, 2022	BUY	$19.05 - $23.07 $827,112 - $1 Million	43,418 Added 171.37%	68,754 $1.32 Million
Q2 2022 Jul 11, 2022	BUY	$21.35 - $25.2 $540,923 - $638,467	25,336 New	25,336 $545,000

Others Institutions Holding DFIC

# of Institutions

364

Shares Held

234M

Call Options Held

0

Put Options Held

0

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

Track This Portfolio

Portfolio Update

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

News

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