Soundmark Wealth Management, LLC Dimensional ETF Tr Transaction History

Soundmark Wealth Management, LLC

$0
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 11, 2024	SELL	$33.15 - $36.75 $12,265 - $13,597	-370 Reduced 0.54%	67,587 $2.48 Million
Q4 2023 Jan 09, 2024	BUY	$30.86 - $34.46 $5,585 - $6,237	181 Added 0.27%	67,957 $2.34 Million
Q3 2023 Oct 10, 2023	SELL	$32.1 - $34.42 $61,086 - $65,501	-1,903 Reduced 2.73%	67,776 $2.21 Million
Q2 2023 Jul 13, 2023	SELL	$31.45 - $33.77 $1,666 - $1,789	-53 Reduced 0.08%	69,679 $2.29 Million
Q1 2023 Apr 10, 2023	BUY	$30.43 - $33.38 $4,564 - $5,007	150 Added 0.22%	69,732 $2.25 Million
Q4 2022 Jan 12, 2023	SELL	$25.88 - $31.1 $125,543 - $150,866	-4,851 Reduced 6.52%	69,582 $0
Q3 2022 Oct 12, 2022	SELL	$25.71 - $30.57 $42,190 - $50,165	-1,641 Reduced 2.16%	74,433 $1.92 Million
Q2 2022 Jul 11, 2022	BUY	$28.66 - $33.84 $34,392 - $40,608	1,200 Added 1.6%	76,074 $2.2 Million
Q1 2022 Apr 11, 2022	SELL	$30.75 - $35.49 $86,007 - $99,265	-2,797 Reduced 3.6%	74,874 $2.51 Million
Q4 2021 Jan 18, 2022	SELL	$31.61 - $34.21 $142,466 - $154,184	-4,507 Reduced 5.48%	77,671 $2.55 Million
Q3 2021 Oct 13, 2021	BUY	$32.25 - $33.65 $2.65 Million - $2.77 Million	82,178 New	82,178 $2.69 Million

Others Institutions Holding DFIV

# of Institutions

527

Shares Held

184M

Call Options Held

0

Put Options Held

0

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