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 $696,803. This represents 0.19% of its overall portfolio holdings.

Number of Shares
14,544
Previous 14,517 0.19%
Holding current value
$696,803
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
792
Shares Held
258M
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
Track This Portfolio

Track Wealthpoint, LLC Portfolio

Follow Wealthpoint, LLC 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 Wealthpoint, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthpoint, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email