Wealth Architects, LLC Dimensional ETF Tr Transaction History

Wealth Architects, LLC

  • $739 Million
  • Q1 2024

A detailed history of Wealth Architects, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealth Architects, LLC holds 636,039 shares of DFIV stock, worth $23 Million. This represents 3.16% of its overall portfolio holdings.

Number of Shares
636,039
Previous 596,104 6.7%
Holding current value
$23 Million
Previous $20.5 Million 14.12%
% of portfolio
3.16%
Previous 2.94%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$28.34 - $31.1 $2.63 Million - $2.89 Million
-92,828 Reduced 14.96%
527,539 $16 Million
Q3 2022

Oct 24, 2022
SELL
$26.42 - $30.57 $293,896 - $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
506
Shares Held
168M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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