Wealthspan Partners, LLC Dimensional ETF Tr Transaction History

Wealthspan Partners, LLC

  • $204 Million
  • Q4 2024

A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthspan Partners, LLC holds 9,844 shares of DFIV stock, worth $393,956. This represents 0.17% of its overall portfolio holdings.

Number of Shares
9,844
Previous 10,042 1.97%
Holding current value
$393,956
Previous $382,000 8.64%
% of portfolio
0.17%
Previous 0.19%

Shares

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

Jan 24, 2025
SELL
$34.86 - $37.97 $6,902 - $7,518
-198 Reduced 1.97%
9,844 $349,000
Q3 2024

Nov 04, 2024
SELL
$34.66 - $38.38 $19,444 - $21,531
-561 Reduced 5.29%
10,042 $382,000
Q2 2024

Jul 19, 2024
BUY
$35.5 - $38.02 $7,029 - $7,527
198 Added 1.9%
10,603 $381,000
Q1 2024

Apr 29, 2024
BUY
$33.15 - $36.75 $106,013 - $117,526
3,198 Added 44.37%
10,405 $382,000
Q4 2023

Jan 29, 2024
BUY
$30.86 - $34.46 $222,408 - $248,353
7,207 New
7,207 $247,000

Others Institutions Holding DFIV

# of Institutions
628
Shares Held
214M
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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