True Wealth Design, LLC Dimensional ETF Tr Dimensional Transaction History

True Wealth Design, LLC

$401 Billion
Q1 2024

A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, True Wealth Design, LLC holds 1,375,118 shares of DFIC stock, worth $36.2 Million. This represents 9.17% of its overall portfolio holdings.

Number of Shares

1,375,118

Previous 1,048,193 31.19%

Holding current value

$36.2 Million

Previous $26.8 Billion 37.46%

% of portfolio

9.17%

Previous 7.54%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$24.62 - $26.83 $8.05 Million - $8.77 Million	326,925 Added 31.19%	1,375,118 $36.8 Billion
Q4 2023 Feb 14, 2024	BUY	$22.18 - $25.58 $2.31 Million - $2.66 Million	104,156 Added 11.03%	1,048,193 $26.8 Billion
Q3 2023 Nov 13, 2023	BUY	$23.25 - $25.17 $4.3 Million - $4.65 Million	184,815 Added 24.34%	944,037 $22 Billion
Q2 2023 Aug 14, 2023	BUY	$23.45 - $24.88 $2.67 Million - $2.84 Million	114,044 Added 17.68%	759,222 $18.4 Billion
Q1 2023 May 12, 2023	BUY	$22.5 - $24.64 $788,265 - $863,237	35,034 Added 5.74%	645,178 $15.5 Billion

Q4 2022 Feb 15, 2023	BUY	$20.72 - $23.03 $12.6 Million - $14.1 Million	610,144 New	610,144 $13.6 Billion

Others Institutions Holding DFIC

# of Institutions

326

Shares Held

197M

Call Options Held

100

Put Options Held

100

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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True Wealth Design, LLC Dimensional ETF Tr Dimensional Transaction History