Wealth Architects, LLC Dimensional ETF Tr Transaction History

Wealth Architects, LLC

$827 Million
Q4 2024

A detailed history of Wealth Architects, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealth Architects, LLC holds 741,236 shares of DFIV stock, worth $28.6 Million. This represents 3.18% of its overall portfolio holdings.

Number of Shares

741,236

Previous 681,820 8.71%

Holding current value

$28.6 Million

Previous $26 Million 1.26%

% of portfolio

3.18%

Previous 3.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$34.86 - $37.97 $2.07 Million - $2.26 Million	59,416 Added 8.71%	741,236 $26.3 Million
Q3 2024 Oct 31, 2024	BUY	$34.66 - $38.38 $1.17 Million - $1.29 Million	33,739 Added 5.21%	681,820 $26 Million
Q2 2024 Aug 08, 2024	BUY	$35.5 - $38.02 $427,491 - $457,836	12,042 Added 1.89%	648,081 $23.3 Million
Q1 2024 May 13, 2024	BUY	$33.15 - $36.75 $1.32 Million - $1.47 Million	39,935 Added 6.7%	636,039 $23.4 Million
Q4 2023 Feb 14, 2024	BUY	$30.86 - $34.46 $564,923 - $630,824	18,306 Added 3.17%	596,104 $20.5 Million
Q3 2023 Nov 09, 2023	BUY	$32.1 - $34.42 $836,654 - $897,122	26,064 Added 4.72%	577,798 $18.8 Million
Q2 2023 Aug 02, 2023	BUY	$31.45 - $33.77 $354,378 - $380,520	11,268 Added 2.08%	551,734 $18.1 Million
Q1 2023 Apr 21, 2023	BUY	$30.43 - $33.38 $393,368 - $431,503	12,927 Added 2.45%	540,466 $17.4 Million
Q4 2022 Feb 09, 2023	SELL	$25.88 - $31.1 $2.4 Million - $2.89 Million	-92,828 Reduced 14.96%	527,539 $16 Million
Q3 2022 Oct 24, 2022	SELL	$25.71 - $30.57 $285,998 - $340,060	-11,124 Reduced 1.76%	620,367 $16 Million
Q2 2022 Jul 29, 2022	SELL	$28.66 - $33.84 $19.4 Million - $23 Million	-678,269 Reduced 51.79%	631,491 $18.2 Million
Q1 2022 May 17, 2022	BUY	$30.75 - $35.49 $22.4 Million - $25.9 Million	728,928 Added 125.5%	1,309,760 $45.7 Million
Q4 2021 Jan 19, 2022	BUY	$31.61 - $34.21 $1.46 Million - $1.58 Million	46,328 Added 8.67%	580,832 $19.1 Million
Q3 2021 Nov 09, 2021	BUY	$32.25 - $33.65 $17.2 Million - $18 Million	534,504 New	534,504 $17.5 Million

Others Institutions Holding DFIV

# of Institutions

616

Shares Held

213M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
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Industry ETFs

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Wealth Architects, LLC Dimensional ETF Tr Transaction History