A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vance Wealth, Inc. holds 50,741 shares of DFIV stock, worth $1.94 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
50,741
Previous 43,147 17.6%
Holding current value
$1.94 Million
Previous $1.64 Million 9.49%
% of portfolio
0.7%
Previous 0.63%

Shares

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

Feb 13, 2025

BUY
$34.86 - $37.97 $264,726 - $288,344
7,594 Added 17.6%
50,741 $1.8 Million
Q3 2024

Nov 08, 2024

BUY
$34.66 - $38.38 $299,739 - $331,910
8,648 Added 25.07%
43,147 $1.64 Million
Q2 2024

Aug 02, 2024

BUY
$35.5 - $38.02 $998,082 - $1.07 Million
28,115 Added 440.4%
34,499 $1.24 Million
Q1 2024

Apr 30, 2024

BUY
$33.15 - $36.75 $211,629 - $234,612
6,384 New
6,384 $234,000

Others Institutions Holding DFIV

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Vance Wealth, Inc. Portfolio

Follow Vance Wealth, Inc. 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 Vance Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vance Wealth, Inc. with notifications on news.