Wealthpoint, LLC Dimensional ETF Tr Transaction History

Wealthpoint, LLC

  • $247 Million
  • Q3 2023

A detailed history of Wealthpoint, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthpoint, LLC holds 14,544 shares of DFIV stock, worth $525,620. This represents 0.19% of its overall portfolio holdings.

Number of Shares
14,544
Previous 14,517 0.19%
Holding current value
$525,620
Previous $476,000 0.42%
% of portfolio
0.19%
Previous 0.17%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 12, 2023
BUY
$32.1 - $34.42 $866 - $929
27 Added 0.19%
14,544 $474,000
Q2 2023

Jul 24, 2023
SELL
$31.45 - $33.77 $880 - $945
-28 Reduced 0.19%
14,517 $476,000
Q1 2023

Apr 20, 2023
BUY
$30.43 - $33.38 $3,469 - $3,805
114 Added 0.79%
14,545 $468,000
Q4 2022

Jan 24, 2023
BUY
$25.88 - $31.1 $698 - $839
27 Added 0.19%
14,431 $0
Q3 2022

Oct 18, 2022
BUY
$25.71 - $30.57 $359 - $427
14 Added 0.1%
14,404 $371,000
Q2 2022

Jul 18, 2022
BUY
$28.66 - $33.84 $412,417 - $486,957
14,390 New
14,390 $416,000
Q1 2022

Apr 27, 2022
SELL
$30.75 - $35.49 $440,463 - $508,358
-14,324 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$31.61 - $34.21 $1,517 - $1,642
48 Added 0.34%
14,324 $470,000
Q3 2021

Nov 01, 2021
BUY
$32.25 - $33.65 $460,401 - $480,387
14,276 New
14,276 $467,000

Others Institutions Holding DFIV

# of Institutions
561
Shares Held
194M
Call Options Held
0
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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